MGIA
DFAS icon

Moneta Group Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Moneta Group Investment 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
Q1 		$2.93M Sell
41,221
-1,011
-2% -$74.2K 0.02% 223
2025
Q4 		$2.94M Buy
42,232
+7,685
+22% +$530K 0.02% 228
2025
Q3 		$2.37M Sell
34,547
-1
-0% -$67 0.02% 248
2025
Q2 		$2.2M Sell
34,548
-701
-2% -$42K 0.03% 219
2025
Q1 		$2.11M Buy
35,249
+488
+1% +$31.4K 0.03% 205
2024
Q4 		$2.26M Buy
34,761
+15,916
+84% +$1.06M 0.03% 193
2024
Q3 		$1.22M Buy
18,845
+5,170
+38% +$324K 0.02% 257
2024
Q2 		$822K Sell
13,675
-2
-0% -$120 0.01% 295
2024
Q1 		$853K Sell
13,677
-1,799
-12% -$106K 0.01% 287
2023
Q4 		$923K Sell
15,476
-789
-5% -$42.3K 0.02% 251
2023
Q3 		$854K Buy
16,265
+3,080
+23% +$170K 0.02% 240
2023
Q2 		$723K Buy
13,185
+5,554
+73% +$290K 0.02% 266
2023
Q1 		$402K Buy
7,631
+3,980
+109% +$216K 0.01% 355
2022
Q4 		$204K Buy
+3,651
New +$188K 0.01% 434
2022
Q2 		– Sell
-10,935
Closed -$613K – 477
2022
Q1 		$613K Hold
10,935
– – 0.02% 267
2021
Q4 		$656K Buy
10,935
+13
+0.1% +$785 0.03% 258
2021
Q3 		$628K Sell
10,922
-3
-0% -$173 0.03% 249
2021
Q2 		$638K Buy
+10,925
New +$636K 0.03% 249

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 $2.31B AUM 26.52% 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 $2.57B AUM 21.7% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Moneta Group Investment Advisors's DFAS Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.4% in Q1 2026, selling an estimated $74.2K and leaving 41,221 shares worth $2.93M. The position accounts for 0.02% of the portfolio, ranked #223.

Moneta Group Investment Advisors first reported a position in DFAS in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.94M in Q4 2025. 881 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Moneta Group Investment Advisors held 41,221 shares of Dimensional US Small Cap ETF worth $2.93M as of Q1 2026.
  • Moneta Group Investment Advisors sold 1,011 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $74.2K.
  • Dimensional US Small Cap ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #223 holding.
  • Moneta Group Investment Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 18 quarters since.
  • Moneta Group Investment Advisors's Dimensional US Small Cap ETF position peaked at $2.94M in Q4 2025.
  • 881 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.