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Novak & Powell Financial Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

Novak & Powell Financial Services’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 		$347K Buy
+4,880
New +$358K 0.19% 108
2025
Q4 		– Sell
-4,248
Closed -$291K – 164
2025
Q3 		$291K Buy
+4,248
New +$284K 0.15% 125
2025
Q2 		– Sell
-3,696
Closed -$221K – 149
2025
Q1 		$221K Buy
3,696
+419
+13% +$26.9K 0.14% 143
2024
Q4 		$213K Buy
+3,277
New +$219K 0.13% 142

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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

Novak & Powell Financial Services's DFAS Position: Q1 2026 in Review

Novak & Powell Financial Services opened a new position in Dimensional US Small Cap ETF (DFAS) in Q1 2026: 4,880 shares worth $347K. The stake represents 0.19% of the portfolio and ranks #108 among its holdings. This is a return to the name: Novak & Powell Financial Services previously reported a position in DFAS as recently as Q3 2025.

Novak & Powell Financial Services first reported a position in DFAS in Q4 2024 and has held it in 4 quarters since. 881 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Novak & Powell Financial Services held 4,880 shares of Dimensional US Small Cap ETF worth $347K as of Q1 2026.
  • Dimensional US Small Cap ETF was a new Novak & Powell Financial Services position in Q1 2026.
  • Dimensional US Small Cap ETF made up 0.19% of Novak & Powell Financial Services's portfolio in Q1 2026, its #108 holding.
  • Novak & Powell Financial Services first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • 881 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.