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Newton One Investments’s Dimensional US Small Cap ETF DFAS Stock Holding History

Newton One Investments’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 		$191K Buy
2,323
+4
+0.2% +$310 0.05% 44
2026
Q1 		$165K Buy
2,319
+2
+0.1% +$147 0.04% 45
2025
Q4 		$161K Buy
2,317
+4
+0.2% +$276 0.05% 46
2025
Q3 		$158K Buy
2,313
+3
+0.1% +$200 0.05% 45
2025
Q2 		$147K Buy
2,310
+3
+0.1% +$180 0.05% 47
2025
Q1 		$138K Buy
2,307
+2
+0.1% +$129 0.05% 46
2024
Q4 		$150K Buy
+2,305
New +$154K 0.06% 44
2024
Q3 		– Sell
-1,410
Closed -$84.7K – 55
2024
Q2 		$84.7K Sell
1,410
-886
-39% -$53.3K 0.04% 56
2024
Q1 		$143K Buy
2,296
+2
+0.1% +$118 0.06% 47
2023
Q4 		$137K Buy
2,294
+3
+0.1% +$161 0.06% 48
2023
Q3 		$120K Buy
2,291
+4
+0.2% +$220 0.07% 51
2023
Q2 		$125K Buy
2,287
+3
+0.1% +$157 0.07% 50
2023
Q1 		$120K Buy
2,284
+2
+0.1% +$108 0.07% 48
2022
Q4 		$117K Hold
2,282
– – 0.08% 48
2022
Q3 		$106K Hold
2,282
– – 0.08% 44
2022
Q2 		$110K Hold
2,282
– – 0.08% 47
2022
Q1 		$128K Sell
2,282
-75
-3% -$4.22K 0.09% 45
2021
Q4 		$141K Buy
2,357
+27
+1% +$1.63K 0.1% 46
2021
Q3 		$134K Buy
2,330
+3
+0.1% +$173 0.1% 46
2021
Q2 		$136K Buy
+2,327
New +$135K 0.11% 45

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

Newton One Investments's DFAS Position: Q2 2026 in Review

Newton One Investments increased its Dimensional US Small Cap ETF (DFAS) stake by 0.17% in Q2 2026, buying an estimated $310 and bringing the position to 2,323 shares worth $191K. The position accounts for 0.05% of the portfolio, ranked #44.

Newton One Investments first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Newton One Investments held 2,323 shares of Dimensional US Small Cap ETF worth $191K as of Q2 2026.
  • Newton One Investments bought 4 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $310.
  • Dimensional US Small Cap ETF made up 0.05% of Newton One Investments's portfolio in Q2 2026, its #44 holding.
  • Newton One Investments first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.