OneDigital Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

OneDigital Investment Advisors’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	$19.5M	Buy	236,987 +635	+0.3%	+$49.2K	0.16%	118
2026 Q1	$16.8M	Buy	236,352 +6,848	+3%	+$503K	0.16%	123
2025 Q4	$16M	Sell	229,504 -16,158	-7%	-$1.11M	0.16%	126
2025 Q3	$16.8M	Buy	245,662 +49,513	+25%	+$3.3M	0.17%	118
2025 Q2	$12.5M	Sell	196,149 -68	-0%	-$4.08K	0.14%	136
2025 Q1	$11.7M	Sell	196,217 -6,040	-3%	-$388K	0.14%	138
2024 Q4	$13.2M	Buy	202,257 +14,503	+8%	+$970K	0.15%	127
2024 Q3	$12.2M	Buy	187,754 +180,339	+2,432%	+$11.3M	0.14%	131
2024 Q2	$446K	Sell	7,415 -429	-5%	-$25.8K	0.01%	950
2024 Q1	$489K	Buy	7,844 +150	+2%	+$8.88K	0.01%	749
2023 Q4	$459K	Buy	+7,694	New	+$412K	0.01%	749

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OneDigital Investment Advisors's DFAS Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 0.27% in Q2 2026, buying an estimated $49.2K and bringing the position to 236,987 shares worth $19.5M. The position accounts for 0.16% of the portfolio, ranked #118.

OneDigital Investment Advisors 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.

OneDigital Investment Advisors held 236,987 shares of Dimensional US Small Cap ETF worth $19.5M as of Q2 2026.
OneDigital Investment Advisors bought 635 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $49.2K.
Dimensional US Small Cap ETF made up 0.16% of OneDigital Investment Advisors's portfolio in Q2 2026, its #118 holding.
OneDigital Investment Advisors 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 OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.