NP
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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
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
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
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