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Optima Capital’s Dimensional US Small Cap ETF DFAS Stock Holding History

Optima Capital’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 		– Sell
-1,186
Closed -$82.6K – 438
2025
Q4 		$82.6K Buy
+1,186
New +$81.8K 0.04% 249

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

Optima Capital's DFAS Position: Q1 2026 in Review

Optima Capital sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2026, closing a stake of 1,186 shares — an estimated $82.6K sold.

Optima Capital first reported a position in DFAS in Q4 2025 and held it in 1 quarter. The position peaked at $82.6K in Q4 2025. 880 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Optima Capital reported no remaining Dimensional US Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 1,186 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $82.6K.
  • Optima Capital first reported a position in Dimensional US Small Cap ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Dimensional US Small Cap ETF position peaked at $82.6K in Q4 2025.
  • 880 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.