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MBA Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

MBA Advisors’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 		$9.78M Buy
118,728
+17,605
+17% +$1.36M 3.29% 10
2026
Q1 		$7.19M Buy
101,123
+6,642
+7% +$487K 2.76% 12
2025
Q4 		$6.58M Buy
94,481
+9,256
+11% +$638K 2.65% 12
2025
Q3 		$5.83M Buy
85,225
+2,589
+3% +$173K 2.49% 12
2025
Q2 		$5.26M Buy
82,636
+39,314
+91% +$2.36M 2.43% 13
2025
Q1 		$2.59M Buy
+43,322
New +$2.79M 1.28% 21
2023
Q4 		– Sell
-5,750
Closed -$302K – 123
2023
Q3 		$302K Buy
+5,750
New +$317K 0.19% 93

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

MBA Advisors's DFAS Position: Q2 2026 in Review

MBA Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 17% in Q2 2026, buying an estimated $1.36M and bringing the position to 118,728 shares worth $9.78M. The position accounts for 3.29% of the portfolio, ranked #10.

MBA Advisors first reported a position in DFAS in Q3 2023 and has held it in 7 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • MBA Advisors held 118,728 shares of Dimensional US Small Cap ETF worth $9.78M as of Q2 2026.
  • MBA Advisors bought 17,605 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.36M.
  • Dimensional US Small Cap ETF made up 3.29% of MBA Advisors's portfolio in Q2 2026, its #10 holding.
  • MBA Advisors first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 7 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.