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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
Q2 		$436K Sell
5,293
-46
-0.9% -$3.56K 0.01% 858
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 $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Parallel Advisors's DFAS Position: Q2 2026 in Review

Parallel Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.86% in Q2 2026, selling an estimated $3.56K and leaving 5,293 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #858.

Parallel Advisors first reported a position in DFAS in Q1 2022 and has held it in 18 quarters since. The position peaked at $436K in Q4 2024. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Parallel Advisors held 5,293 shares of Dimensional US Small Cap ETF worth $436K as of Q2 2026.
  • Parallel Advisors sold 46 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $3.56K.
  • Dimensional US Small Cap ETF made up 0.01% of Parallel Advisors's portfolio in Q2 2026, its #858 holding.
  • Parallel Advisors first reported a position in Dimensional US Small Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Parallel Advisors's Dimensional US Small Cap ETF position peaked at $436K in Q4 2024.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.