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

&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
2026 Q1	$1.31M	Sell	18,500 -3,724	-17%	-$273K	0.01%	1153
2025 Q4	$1.55M	Sell	22,224 -990	-4%	-$68.2K	0.01%	985
2025 Q3	$1.59M	Sell	23,214 -520	-2%	-$34.7K	0.01%	860
2025 Q2	$1.5M	Buy	23,734 +11,206	+89%	+$672K	0.01%	792
2025 Q1	$748K	Buy	12,528 +4,607	+58%	+$296K	0.01%	943
2024 Q4	$520K	Buy	+7,921	New	+$530K	0.01%	1059

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

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

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

&Partners's DFAS Position: Q1 2026 in Review

&Partners reduced its Dimensional US Small Cap ETF (DFAS) stake by 17% in Q1 2026, selling an estimated $273K and leaving 18,500 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1153.

&Partners first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.59M in Q3 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

&Partners held 18,500 shares of Dimensional US Small Cap ETF worth $1.31M as of Q1 2026.
&Partners sold 3,724 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $273K.
Dimensional US Small Cap ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1153 holding.
&Partners first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
&Partners's Dimensional US Small Cap ETF position peaked at $1.59M in Q3 2025.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.