Level Four Advisory Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$527K Buy
6,398
+1,333
+26% +$103K 0.01% 604
2026
Q1
$360K Buy
+5,065
New +$372K 0.01% 665

Other funds holding DFAS

Level Four Advisory Services's DFAS Position: Q2 2026 in Review

Level Four Advisory Services increased its Dimensional US Small Cap ETF (DFAS) stake by 26% in Q2 2026, buying an estimated $103K and bringing the position to 6,398 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #604.

Level Four Advisory Services first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Level Four Advisory Services held 6,398 shares of Dimensional US Small Cap ETF worth $527K as of Q2 2026.
  • Level Four Advisory Services bought 1,333 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $103K.
  • Dimensional US Small Cap ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #604 holding.
  • Level Four Advisory Services first reported a position in Dimensional US Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.