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Parker Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History

Parker Financial’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 		$7.76M Buy
94,250
+1,047
+1% +$81.1K 2.84% 9
2026
Q1 		$6.61M Buy
93,203
+2,734
+3% +$201K 2.64% 12
2025
Q4 		$6.3M Buy
90,469
+221
+0.2% +$15.2K 2.56% 12
2025
Q3 		$6.18M Buy
90,248
+1,446
+2% +$96.5K 2.53% 12
2025
Q2 		$5.66M Buy
88,802
+8,789
+11% +$527K 2.44% 13
2025
Q1 		$4.78M Buy
80,013
+6,043
+8% +$389K 2.3% 13
2024
Q4 		$4.75M Buy
73,970
+15,641
+27% +$1.05M 2.33% 13
2024
Q3 		$3.77M Buy
58,329
+19,316
+50% +$1.21M 1.89% 14
2024
Q2 		$2.34M Buy
39,013
+12,717
+48% +$765K 1.27% 14
2024
Q1 		$1.64M Buy
26,296
+8,944
+52% +$529K 0.93% 17
2023
Q4 		$1.03M Buy
17,352
+7,337
+73% +$393K 0.64% 24
2023
Q3 		$526K Buy
+10,015
New +$552K 0.37% 30

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

Parker Financial's DFAS Position: Q2 2026 in Review

Parker Financial increased its Dimensional US Small Cap ETF (DFAS) stake by 1.1% in Q2 2026, buying an estimated $81.1K and bringing the position to 94,250 shares worth $7.76M. The position accounts for 2.84% of the portfolio, ranked #9.

Parker Financial first reported a position in DFAS in Q3 2023 and has held it in 12 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Parker Financial held 94,250 shares of Dimensional US Small Cap ETF worth $7.76M as of Q2 2026.
  • Parker Financial bought 1,047 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $81.1K.
  • Dimensional US Small Cap ETF made up 2.84% of Parker Financial's portfolio in Q2 2026, its #9 holding.
  • Parker Financial first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Parker Financial's 13F filing for Q2 2026, filed 3 Aug 2026.