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

Mayfair Advisory 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	$2.1M	Buy	29,558 +708	+2%	+$52K	0.73%	29
2025 Q4	$2.03M	Sell	28,850 -3,000	-9%	-$207K	0.79%	29
2025 Q3	$2.18M	Buy	31,850 +66	+0.2%	+$4.41K	0.94%	29
2025 Q2	$2.05M	Buy	31,784 +12,499	+65%	+$749K	0.97%	29
2025 Q1	$1.15M	Buy	19,285 +74	+0.4%	+$4.76K	0.66%	35
2024 Q4	$1.25M	Buy	19,211 +3,150	+20%	+$211K	0.74%	27
2024 Q3	$1.03M	Buy	16,061 +490	+3%	+$30.7K	0.65%	31
2024 Q2	$971K	Buy	15,571 +619	+4%	+$37.3K	0.66%	32
2024 Q1	$932K	Buy	14,952 +3,033	+25%	+$179K	0.68%	33
2023 Q4	$706K	Buy	11,919 +5,725	+92%	+$307K	0.6%	36
2023 Q3	$325K	Buy	6,194 +2,093	+51%	+$115K	0.31%	72
2023 Q2	$222K	Buy	+4,101	New	+$214K	0.22%	105

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

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

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

Mayfair Advisory Group's DFAS Position: Q1 2026 in Review

Mayfair Advisory Group increased its Dimensional US Small Cap ETF (DFAS) stake by 2.5% in Q1 2026, buying an estimated $52K and bringing the position to 29,558 shares worth $2.1M. The position accounts for 0.73% of the portfolio, ranked #29.

Mayfair Advisory Group first reported a position in DFAS in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.18M in Q3 2025. 881 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Mayfair Advisory Group held 29,558 shares of Dimensional US Small Cap ETF worth $2.1M as of Q1 2026.
Mayfair Advisory Group bought 708 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $52K.
Dimensional US Small Cap ETF made up 0.73% of Mayfair Advisory Group's portfolio in Q1 2026, its #29 holding.
Mayfair Advisory Group first reported a position in Dimensional US Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
Mayfair Advisory Group's Dimensional US Small Cap ETF position peaked at $2.18M in Q3 2025.
881 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.