ORG Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

ORG Partners’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
2025 Q4	$27K	Hold	387	–	–	﹤0.01%	721
2025 Q3	$26.5K	Hold	387	–	–	﹤0.01%	723
2025 Q2	$25K	Hold	387	–	–	0.01%	702
2025 Q1	$23.2K	Hold	387	–	–	0.01%	650
2024 Q4	$25.2K	Buy	+387	New	+$25.9K	﹤0.01%	687

Other funds holding DFAS

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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

Align Financial Hermantown, Minnesota $176M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

ORG Partners's DFAS Position: Q4 2025 in Review

ORG Partners held its Dimensional US Small Cap ETF (DFAS) position steady in Q4 2025 at 387 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

ORG Partners first reported a position in DFAS in Q4 2024 and has held it in 5 quarters since. 865 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

ORG Partners held 387 shares of Dimensional US Small Cap ETF worth $27K as of Q4 2025.
ORG Partners left its Dimensional US Small Cap ETF share count unchanged in Q4 2025.
Dimensional US Small Cap ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #721 holding.
ORG Partners first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 5 quarters since.
865 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.