PA
DFAS icon

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

Parallel 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
Q1 		$380K Hold
5,339
– – 0.01% 831
2025
Q4 		$372K Sell
5,339
-413
-7% -$28.5K 0.01% 798
2025
Q3 		$394K Sell
5,752
-43
-0.7% -$2.87K 0.01% 760
2025
Q2 		$369K Sell
5,795
-836
-13% -$50.1K 0.01% 751
2025
Q1 		$396K Sell
6,631
-75
-1% -$4.82K 0.01% 672
2024
Q4 		$436K Buy
6,706
+547
+9% +$36.6K 0.01% 619
2024
Q3 		$399K Sell
6,159
-237
-4% -$14.8K 0.01% 650
2024
Q2 		$384K Buy
6,396
+272
+4% +$16.4K 0.01% 617
2024
Q1 		$382K Sell
6,124
-102
-2% -$6.04K 0.01% 615
2023
Q4 		$371K Hold
6,226
– – 0.01% 584
2023
Q3 		$327K Hold
6,226
– – 0.01% 601
2023
Q2 		$341K Buy
6,226
+245
+4% +$12.8K 0.01% 584
2023
Q1 		$315K Buy
5,981
+1,514
+34% +$82K 0.01% 591
2022
Q4 		$228K Hold
4,467
– – 0.01% 645
2022
Q3 		$208K Hold
4,467
– – 0.01% 665
2022
Q2 		$214K Hold
4,467
– – 0.01% 650
2022
Q1 		$254K Buy
+4,467
New +$251K 0.01% 641

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