Main Street Financial Solutions’s Dimensional US Small Cap ETF DFAS Stock Holding History

Main Street Financial 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 Q4	–	Sell	-61,973	Closed	-$4.24M	–	580
2025 Q3	$4.24M	Sell	61,973 -10,847	-15%	-$724K	0.27%	74
2025 Q2	$4.64M	Sell	72,820 -192	-0.3%	-$11.5K	0.34%	62
2025 Q1	$4.36M	Buy	73,012 +9,836	+16%	+$633K	0.38%	52
2024 Q4	$4.11M	Buy	63,176 +7,060	+13%	+$472K	0.41%	44
2024 Q3	$3.64M	Buy	56,116 +18,279	+48%	+$1.14M	0.33%	60
2024 Q2	$2.27M	Buy	37,837 +6,776	+22%	+$408K	0.21%	93
2024 Q1	$1.94M	Buy	+31,061	New	+$1.84M	0.21%	102

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Main Street Financial Solutions's DFAS Position: Q4 2025 in Review

Main Street Financial Solutions sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2025, closing a stake of 61,973 shares — an estimated $4.24M sold.

Main Street Financial Solutions first reported a position in DFAS in Q1 2024 and held it in 7 quarters. The position peaked at $4.64M in Q2 2025. 865 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

Main Street Financial Solutions reported no remaining Dimensional US Small Cap ETF position as of Q4 2025 after selling out during the quarter.
Main Street Financial Solutions sold 61,973 Dimensional US Small Cap ETF shares in Q4 2025, an estimated $4.24M.
Main Street Financial Solutions first reported a position in Dimensional US Small Cap ETF in Q1 2024 and held it in 7 quarters.
Main Street Financial Solutions's Dimensional US Small Cap ETF position peaked at $4.64M in Q2 2025.
865 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.