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

Quantum 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 		$1.7M Hold
20,685
– – 0.17% 62
2026
Q1 		$1.47M Hold
20,685
– – 0.17% 56
2025
Q4 		$1.44M Sell
20,685
-15
-0.1% -$1.03K 0.16% 64
2025
Q3 		$1.42M Hold
20,700
– – 0.17% 63
2025
Q2 		$1.32M Hold
20,700
– – 0.18% 63
2025
Q1 		$1.24M Hold
20,700
– – 0.18% 64
2024
Q4 		$1.35M Hold
20,700
– – 0.21% 57
2024
Q3 		$1.34M Hold
20,700
– – 0.21% 57
2024
Q2 		$1.24M Sell
20,700
-62
-0.3% -$3.73K 0.22% 57
2024
Q1 		$1.29M Sell
20,762
-47
-0.2% -$2.78K 0.24% 55
2023
Q4 		$1.24M Hold
20,809
– – 0.3% 27
2023
Q3 		$1.09M Sell
20,809
-2
-0% -$110 0.32% 25
2023
Q2 		$1.14M Sell
20,811
-21
-0.1% -$1.1K 0.34% 25
2023
Q1 		$1.1M Sell
20,832
-63
-0.3% -$3.41K 0.35% 24
2022
Q4 		$1.07M Hold
20,895
– – 0.48% 20
2022
Q3 		$972K Sell
20,895
-66
-0.3% -$3.37K 0.43% 20
2022
Q2 		$1.13M Buy
+20,961
New +$1.09M 0.42% 20

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

Quantum Financial Advisors held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 20,685 shares worth $1.7M. The position accounts for 0.17% of the portfolio, ranked #62.

Quantum Financial Advisors first reported a position in DFAS in Q2 2022 and has held it in 17 quarters since. 180 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Quantum Financial Advisors held 20,685 shares of Dimensional US Small Cap ETF worth $1.7M as of Q2 2026.
  • Quantum Financial Advisors left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.17% of Quantum Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Quantum Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 180 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.