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

McClarren Financial 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	$369K	Buy	+4,477	New	+$347K	0.19%	59
2024 Q3	–	Sell	-180	Closed	-$2K	–	256
2024 Q2	$2K	Buy	180 +144	+400%	+$8.67K	﹤0.01%	279
2024 Q1	$3K	Buy	36 +1	+3%	+$59	﹤0.01%	263
2023 Q4	$2K	Hold	35	–	–	﹤0.01%	316
2023 Q3	$0	Hold	35	–	–	﹤0.01%	336
2023 Q2	$1K	Hold	35	–	–	﹤0.01%	310
2023 Q1	$0	Sell	35 -1	-3%	-$54	﹤0.01%	357
2022 Q4	$1K	Hold	36	–	–	﹤0.01%	311
2022 Q3	$1K	Buy	+36	New	+$1.84K	﹤0.01%	285
2022 Q2	–	Sell	-854	Closed	-$47K	–	82
2022 Q1	$47K	Sell	854 -2	-0.2%	-$113	0.03%	130
2021 Q4	$52K	Buy	+856	New	+$51.7K	0.04%	134

Other funds holding DFAS

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

DFS

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

McClarren Financial Advisors's DFAS Position: Q2 2026 in Review

McClarren Financial Advisors opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 4,477 shares worth $369K. The stake represents 0.19% of the portfolio and ranks #59 among its holdings. This is a return to the name: McClarren Financial Advisors previously reported a position in DFAS as recently as Q2 2024.

McClarren Financial Advisors first reported a position in DFAS in Q4 2021 and has held it in 11 quarters since. 165 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

McClarren Financial Advisors held 4,477 shares of Dimensional US Small Cap ETF worth $369K as of Q2 2026.
Dimensional US Small Cap ETF was a new McClarren Financial Advisors position in Q2 2026.
Dimensional US Small Cap ETF made up 0.19% of McClarren Financial Advisors's portfolio in Q2 2026, its #59 holding.
McClarren Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 11 quarters since.
165 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.