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Ocean Park Asset Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Ocean Park Asset Management’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 		$856K Hold
10,400
– – 0.04% 69
2026
Q1 		$740K Buy
+10,400
New +$763K 0.04% 48

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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

Ocean Park Asset Management's DFAS Position: Q2 2026 in Review

Ocean Park Asset Management held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 10,400 shares worth $856K. The position accounts for 0.04% of the portfolio, ranked #69.

Ocean Park Asset Management first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Ocean Park Asset Management held 10,400 shares of Dimensional US Small Cap ETF worth $856K as of Q2 2026.
  • Ocean Park Asset Management left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.04% of Ocean Park Asset Management's portfolio in Q2 2026, its #69 holding.
  • Ocean Park Asset Management first reported a position in Dimensional US Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.