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LVZ Inc’s Dimensional US Small Cap ETF DFAS Stock Holding History

LVZ Inc’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
2026
Q2 		$2.27M Buy
27,606
+1,495
+6% +$116K 0.23% 33
2026
Q1 		$1.86M Buy
26,111
+2,047
+9% +$150K 0.21% 33
2025
Q4 		$1.68M Buy
24,064
+3,105
+15% +$214K 0.19% 41
2025
Q3 		$1.43M Sell
20,959
-5,259
-20% -$351K 0.16% 41
2025
Q2 		$1.67M Buy
26,218
+1,362
+5% +$81.7K 0.2% 42
2025
Q1 		$1.49M Sell
24,856
-16,775
-40% -$1.08M 0.19% 38
2024
Q4 		$2.71M Buy
41,631
+5,177
+14% +$346K 0.35% 24
2024
Q3 		$2.36M Buy
36,454
+2,020
+6% +$126K 0.3% 26
2024
Q2 		$2.07M Buy
34,434
+463
+1% +$27.9K 0.28% 31
2024
Q1 		$2.12M Sell
33,971
-4,028
-11% -$238K 0.29% 33
2023
Q4 		$2.27M Buy
37,999
+1,427
+4% +$76.5K 0.32% 28
2023
Q3 		$1.92M Buy
36,572
+554
+2% +$30.5K 0.31% 27
2023
Q2 		$1.97M Buy
36,018
+4,795
+15% +$250K 0.28% 38
2023
Q1 		$1.65M Buy
31,223
+1,295
+4% +$70.1K 0.24% 38
2022
Q4 		$1.53M Buy
29,928
+4,706
+19% +$242K 0.24% 32
2022
Q3 		$1.17M Buy
25,222
+2,541
+11% +$130K 0.2% 31
2022
Q2 		$1.09M Buy
+22,681
New +$1.18M 0.18% 31

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LVZ Inc's DFAS Position: Q2 2026 in Review

LVZ Inc increased its Dimensional US Small Cap ETF (DFAS) stake by 5.7% in Q2 2026, buying an estimated $116K and bringing the position to 27,606 shares worth $2.27M. The position accounts for 0.23% of the portfolio, ranked #33.

LVZ Inc first reported a position in DFAS in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.71M in Q4 2024. 913 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • LVZ Inc held 27,606 shares of Dimensional US Small Cap ETF worth $2.27M as of Q2 2026.
  • LVZ Inc bought 1,495 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $116K.
  • Dimensional US Small Cap ETF made up 0.23% of LVZ Inc's portfolio in Q2 2026, its #33 holding.
  • LVZ Inc first reported a position in Dimensional US Small Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • LVZ Inc's Dimensional US Small Cap ETF position peaked at $2.71M in Q4 2024.
  • 913 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.