NRI
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NFP Retirement Inc’s Dimensional US Small Cap ETF DFAS Stock Holding History

NFP Retirement Inc’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 		$443K Sell
6,233
-72
-1% -$5.28K 0.03% 209
2025
Q4 		$439K Sell
6,305
-2,862
-31% -$197K 0.03% 210
2025
Q3 		$628K Buy
9,167
+1,549
+20% +$103K 0.04% 172
2025
Q2 		$485K Buy
7,618
+41
+0.5% +$2.46K 0.03% 206
2025
Q1 		$453K Buy
7,577
+89
+1% +$5.72K 0.04% 191
2024
Q4 		$487K Buy
7,488
+932
+14% +$62.3K 0.04% 192
2024
Q3 		$425K Buy
6,556
+2,891
+79% +$181K 0.03% 201
2024
Q2 		$220K Buy
+3,665
New +$221K 0.02% 260

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Northern Trust
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Bank of America
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IFA
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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 $1.88B AUM 21.09% 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 $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return