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

NorthRock 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 		$375K Buy
4,556
+8
+0.2% +$620 0.01% 487
2026
Q1 		$324K Buy
4,548
+7
+0.2% +$514 0.01% 502
2025
Q4 		$316K Buy
4,541
+549
+14% +$37.8K 0.01% 467
2025
Q3 		$273K Buy
3,992
+8
+0.2% +$534 ﹤0.01% 733
2025
Q2 		$254K Buy
3,984
+7
+0.2% +$420 0.01% 580
2025
Q1 		$238K Buy
3,977
+6
+0.2% +$386 0.01% 519
2024
Q4 		$258K Buy
3,971
+8
+0.2% +$535 0.01% 512
2024
Q3 		$257K Buy
3,963
+89
+2% +$5.57K 0.01% 545
2024
Q2 		$233K Buy
3,874
+7
+0.2% +$421 0.01% 536
2024
Q1 		$241K Buy
3,867
+5
+0.1% +$296 0.01% 538
2023
Q4 		$230K Buy
+3,862
New +$207K 0.01% 512

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

NorthRock Partners's DFAS Position: Q2 2026 in Review

NorthRock Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 0.18% in Q2 2026, buying an estimated $620 and bringing the position to 4,556 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #487.

NorthRock Partners first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • NorthRock Partners held 4,556 shares of Dimensional US Small Cap ETF worth $375K as of Q2 2026.
  • NorthRock Partners bought 8 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $620.
  • Dimensional US Small Cap ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #487 holding.
  • NorthRock Partners first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.