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&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
Q2 		$1.59M Buy
19,356
+856
+5% +$66.3K 0.01% 1152
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
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

&Partners's DFAS Position: Q2 2026 in Review

&Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 4.6% in Q2 2026, buying an estimated $66.3K and bringing the position to 19,356 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #1152.

&Partners first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • &Partners held 19,356 shares of Dimensional US Small Cap ETF worth $1.59M as of Q2 2026.
  • &Partners bought 856 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $66.3K.
  • Dimensional US Small Cap ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1152 holding.
  • &Partners first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.