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Narus Financial Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Narus Financial Partners’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 		$3.52M Buy
42,725
+1,577
+4% +$122K 0.9% 14
2026
Q1 		$2.93M Sell
41,148
-774
-2% -$56.8K 0.77% 18
2025
Q4 		$2.92M Sell
41,922
-629
-1% -$43.4K 0.8% 16
2025
Q3 		$2.91M Buy
42,551
+831
+2% +$55.5K 0.8% 17
2025
Q2 		$2.66M Sell
41,720
-8,054
-16% -$483K 0.83% 18
2025
Q1 		$2.97M Buy
49,774
+3,360
+7% +$216K 1.01% 17
2024
Q4 		$3.02M Buy
46,414
+6,011
+15% +$402K 1.02% 13
2024
Q3 		$2.62M Buy
40,403
+1,236
+3% +$77.4K 0.94% 19
2024
Q2 		$2.35M Buy
39,167
+1,537
+4% +$92.5K 0.95% 20
2024
Q1 		$2.35M Buy
37,630
+2,775
+8% +$164K 1% 21
2023
Q4 		$2.08M Buy
34,855
+27,678
+386% +$1.48M 1% 18
2023
Q3 		$377K Buy
+7,177
New +$395K 0.19% 74

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

Narus Financial Partners's DFAS Position: Q2 2026 in Review

Narus Financial Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 3.8% in Q2 2026, buying an estimated $122K and bringing the position to 42,725 shares worth $3.52M. The position accounts for 0.9% of the portfolio, ranked #14.

Narus Financial Partners first reported a position in DFAS in Q3 2023 and has held it in 12 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Narus Financial Partners held 42,725 shares of Dimensional US Small Cap ETF worth $3.52M as of Q2 2026.
  • Narus Financial Partners bought 1,577 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $122K.
  • Dimensional US Small Cap ETF made up 0.9% of Narus Financial Partners's portfolio in Q2 2026, its #14 holding.
  • Narus Financial Partners first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.