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

Platform Technology 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 		$9.17M Buy
111,354
+11,305
+11% +$876K 1.5% 13
2026
Q1 		$7.12M Buy
100,049
+6,176
+7% +$453K 1.37% 16
2025
Q4 		$6.54M Buy
93,873
+11,377
+14% +$784K 1.39% 18
2025
Q3 		$5.65M Buy
82,496
+27,699
+51% +$1.85M 1.35% 17
2025
Q2 		$3.49M Buy
54,797
+4,666
+9% +$280K 0.91% 24
2025
Q1 		$3M Buy
50,131
+2,829
+6% +$182K 0.87% 26
2024
Q4 		$3.08M Buy
47,302
+4,163
+10% +$278K 0.93% 25
2024
Q3 		$2.8M Buy
43,139
+6,409
+17% +$401K 0.88% 27
2024
Q2 		$2.21M Buy
+36,730
New +$2.21M 0.76% 34
2023
Q4 		$1.69M Buy
28,195
+8,582
+44% +$460K 0.66% 43
2023
Q3 		$1.03M Buy
19,613
+1,546
+9% +$85.2K 0.48% 64
2023
Q2 		$1M Buy
18,067
+1,157
+7% +$60.4K 0.47% 66
2023
Q1 		$891K Sell
16,910
-155
-0.9% -$8.39K 0.44% 70
2022
Q4 		$873K Buy
17,065
+1,596
+10% +$82.2K 0.45% 69
2022
Q3 		$720K Buy
+15,469
New +$790K 0.41% 66

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

Platform Technology Partners's DFAS Position: Q2 2026 in Review

Platform Technology Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 11% in Q2 2026, buying an estimated $876K and bringing the position to 111,354 shares worth $9.17M. The position accounts for 1.5% of the portfolio, ranked #13.

Platform Technology Partners first reported a position in DFAS in Q3 2022 and has held it in 15 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Platform Technology Partners held 111,354 shares of Dimensional US Small Cap ETF worth $9.17M as of Q2 2026.
  • Platform Technology Partners bought 11,305 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $876K.
  • Dimensional US Small Cap ETF made up 1.5% of Platform Technology Partners's portfolio in Q2 2026, its #13 holding.
  • Platform Technology Partners first reported a position in Dimensional US Small Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.