OCG
DFAS icon

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

Opus Capital Group’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 		$1.09M Hold
15,295
– – 0.12% 56
2025
Q4 		$1.07M Buy
15,295
+26
+0.2% +$1.79K 0.12% 56
2025
Q3 		$1.04M Buy
15,269
+25
+0.2% +$1.67K 0.12% 53
2025
Q2 		$971K Buy
+15,244
New +$914K 0.12% 53

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

Opus Capital Group's DFAS Position: Q1 2026 in Review

Opus Capital Group held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 15,295 shares worth $1.09M. The position accounts for 0.12% of the portfolio, ranked #56.

Opus Capital Group first reported a position in DFAS in Q2 2025 and has held it in 4 quarters since. 881 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Opus Capital Group held 15,295 shares of Dimensional US Small Cap ETF worth $1.09M as of Q1 2026.
  • Opus Capital Group left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional US Small Cap ETF made up 0.12% of Opus Capital Group's portfolio in Q1 2026, its #56 holding.
  • Opus Capital Group first reported a position in Dimensional US Small Cap ETF in Q2 2025 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 Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.