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Mather Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Mather Group’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
Q1 		$3.17M Buy
44,523
+637
+1% +$46.7K 0.03% 174
2025
Q4 		$3.06M Sell
43,886
-499
-1% -$34.4K 0.03% 160
2025
Q3 		$3.04M Sell
44,385
-923
-2% -$61.6K 0.03% 156
2025
Q2 		$2.89M Buy
45,308
+1,574
+4% +$94.4K 0.03% 157
2025
Q1 		$2.61M Buy
43,734
+14,632
+50% +$941K 0.03% 157
2024
Q4 		$1.89M Sell
29,102
-199
-0.7% -$13.3K 0.02% 167
2024
Q3 		$1.9M Buy
29,301
+1,201
+4% +$75.2K 0.02% 167
2024
Q2 		$1.75M Buy
28,100
+2,212
+9% +$133K 0.02% 202
2024
Q1 		$1.54M Sell
25,888
-682
-3% -$40.4K 0.02% 174
2023
Q4 		$1.58M Buy
26,570
+145
+0.5% +$7.77K 0.02% 177
2023
Q3 		$1.39M Buy
26,425
+6,070
+30% +$334K 0.02% 178
2023
Q2 		$1.12M Buy
20,355
+1,763
+9% +$92K 0.02% 213
2023
Q1 		$980K Buy
18,592
+615
+3% +$33.3K 0.02% 215
2022
Q4 		$920K Buy
17,977
+125
+0.7% +$6.43K 0.02% 223
2022
Q3 		$830K Buy
+17,852
New +$912K 0.02% 221
2022
Q2 		– Sell
-9,541
Closed -$535K – 402
2022
Q1 		$535K Hold
9,541
– – 0.01% 255
2021
Q4 		$572K Hold
9,541
– – 0.01% 206
2021
Q3 		$549K Hold
9,541
– – 0.01% 164
2021
Q2 		$557K Buy
+9,541
New +$555K 0.01% 154

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
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Mather Group's DFAS Position: Q1 2026 in Review

Mather Group increased its Dimensional US Small Cap ETF (DFAS) stake by 1.5% in Q1 2026, buying an estimated $46.7K and bringing the position to 44,523 shares worth $3.17M. The position accounts for 0.03% of the portfolio, ranked #174.

Mather Group first reported a position in DFAS in Q2 2021 and has held it in 19 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Mather Group held 44,523 shares of Dimensional US Small Cap ETF worth $3.17M as of Q1 2026.
  • Mather Group bought 637 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $46.7K.
  • Dimensional US Small Cap ETF made up 0.03% of Mather Group's portfolio in Q1 2026, its #174 holding.
  • Mather Group first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 19 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.