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Nalls Sherbakoff Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Nalls Sherbakoff 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
Q2 		$153K Buy
1,855
+989
+114% +$76.6K 0.11% 109
2026
Q1 		$61.6K Sell
866
-92
-10% -$6.75K 0.05% 172
2025
Q4 		$66.7K Hold
958
– – 0.05% 176
2025
Q3 		$65.6K Buy
958
+51
+6% +$3.4K 0.04% 184
2025
Q2 		$57.8K Hold
907
– – 0.04% 187
2025
Q1 		$54.2K Buy
+907
New +$58.3K 0.04% 178
2023
Q4 		$55.3K Buy
928
+411
+79% +$22K 0.05% 156
2023
Q3 		$27.1K Sell
517
-41
-7% -$2.26K 0.03% 201
2023
Q2 		$28.1K Hold
558
– – 0.03% 200
2023
Q1 		$28.9K Buy
+558
New +$30.2K 0.03% 205

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

Nalls Sherbakoff Group's DFAS Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its Dimensional US Small Cap ETF (DFAS) stake by 114% in Q2 2026, buying an estimated $76.6K and bringing the position to 1,855 shares worth $153K. The position accounts for 0.11% of the portfolio, ranked #109.

Nalls Sherbakoff Group first reported a position in DFAS in Q1 2023 and has held it in 10 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Nalls Sherbakoff Group held 1,855 shares of Dimensional US Small Cap ETF worth $153K as of Q2 2026.
  • Nalls Sherbakoff Group bought 989 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $76.6K.
  • Dimensional US Small Cap ETF made up 0.11% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #109 holding.
  • Nalls Sherbakoff Group first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 10 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.