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

Pure Financial 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 		$269M Buy
3,262,743
+64,794
+2% +$5.02M 3.42% 6
2026
Q1 		$227M Buy
3,197,949
+93,535
+3% +$6.86M 3.26% 7
2025
Q4 		$216M Buy
3,104,414
+158,090
+5% +$10.9M 3.19% 7
2025
Q3 		$202M Buy
2,946,324
+157,434
+6% +$10.5M 3.21% 7
2025
Q2 		$178M Buy
2,788,890
+129,968
+5% +$7.79M 3.13% 7
2025
Q1 		$159M Buy
2,658,922
+87,766
+3% +$5.64M 3.32% 8
2024
Q4 		$167M Buy
2,571,156
+202,963
+9% +$13.6M 3.8% 7
2024
Q3 		$154M Buy
2,368,193
+550,116
+30% +$34.4M 3.69% 9
2024
Q2 		$109M Buy
1,818,077
+650,896
+56% +$39.2M 3.03% 9
2024
Q1 		$72.8M Buy
1,167,181
+139,923
+14% +$8.28M 2.28% 12
2023
Q4 		$61.2M Buy
1,027,258
+160,097
+18% +$8.58M 2.11% 13
2023
Q3 		$45.5M Buy
867,161
+232,349
+37% +$12.8M 1.86% 15
2023
Q2 		$34.8M Buy
634,812
+128,972
+25% +$6.73M 1.48% 17
2023
Q1 		$26.7M Buy
505,840
+96,474
+24% +$5.22M 1.24% 20
2022
Q4 		$20.9M Buy
409,366
+60,902
+17% +$3.14M 1.08% 22
2022
Q3 		$16.2M Buy
348,464
+90,063
+35% +$4.6M 0.94% 26
2022
Q2 		$12.4M Buy
258,401
+26,834
+12% +$1.39M 0.77% 32
2022
Q1 		$13M Buy
231,567
+11,146
+5% +$628K 0.59% 38
2021
Q4 		$13.2M Buy
220,421
+16,274
+8% +$983K 0.66% 31
2021
Q3 		$11.7M Buy
204,147
+29,167
+17% +$1.68M 0.91% 30
2021
Q2 		$10.2M Buy
+174,980
New +$10.2M 0.83% 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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Pure Financial Advisors's DFAS Position: Q2 2026 in Review

Pure Financial Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 2% in Q2 2026, buying an estimated $5.02M and bringing the position to 3,262,743 shares worth $269M. The position accounts for 3.42% of the portfolio, ranked #6.

Pure Financial Advisors first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Pure Financial Advisors held 3,262,743 shares of Dimensional US Small Cap ETF worth $269M as of Q2 2026.
  • Pure Financial Advisors bought 64,794 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $5.02M.
  • Dimensional US Small Cap ETF made up 3.42% of Pure Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Pure Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.