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Legacy Investment Solutions’s Dimensional US Small Cap ETF DFAS Stock Holding History

Legacy Investment Solutions’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.37K Buy
+147
New +$8.81K ﹤0.01% 327
2024
Q4 		$11.1K Buy
+166
New +$11.1K 0.01% 271

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Legacy Investment Solutions's DFAS Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2025: 147 shares worth $9.37K. The stake represents ﹤0.01% of the portfolio and ranks #327 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in DFAS as recently as Q4 2024.

Legacy Investment Solutions first reported a position in DFAS in Q4 2024 and has held it in 2 quarters since. The position peaked at $11.1K in Q4 2024. 769 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

  • Legacy Investment Solutions held 147 shares of Dimensional US Small Cap ETF worth $9.37K as of Q2 2025.
  • Dimensional US Small Cap ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #327 holding.
  • Legacy Investment Solutions first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's Dimensional US Small Cap ETF position peaked at $11.1K in Q4 2024.
  • 769 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.