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Michael A Dubis Financial Planning’s Dimensional US Small Cap ETF DFAS Stock Holding History

Michael A Dubis Financial Planning’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
Q1 		$958K Hold
16,038
– – 0.93% 20
2024
Q4 		$1.04M Buy
+16,038
New +$1.07M 1.01% 19

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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Michael A Dubis Financial Planning's DFAS Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2025 at 16,038 shares worth $958K. The position accounts for 0.93% of the portfolio, ranked #20.

Michael A Dubis Financial Planning first reported a position in DFAS in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.04M in Q4 2024. 754 funds tracked by Wall St. Rank hold DFAS as of Q1 2025.

  • Michael A Dubis Financial Planning held 16,038 shares of Dimensional US Small Cap ETF worth $958K as of Q1 2025.
  • Michael A Dubis Financial Planning left its Dimensional US Small Cap ETF share count unchanged in Q1 2025.
  • Dimensional US Small Cap ETF made up 0.93% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #20 holding.
  • Michael A Dubis Financial Planning first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • Michael A Dubis Financial Planning's Dimensional US Small Cap ETF position peaked at $1.04M in Q4 2024.
  • 754 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.