RIAS
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Rachor Investment Advisory Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

Rachor Investment Advisory Services’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 		$140K Buy
1,701
+215
+14% +$16.7K 0.07% 31
2026
Q1 		$106K Buy
1,486
+1,293
+670% +$94.9K 0.06% 38
2025
Q4 		$13.5K Buy
+193
New +$13.3K 0.01% 103

Other funds holding DFAS

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WTB
Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return

Rachor Investment Advisory Services's DFAS Position: Q2 2026 in Review

Rachor Investment Advisory Services increased its Dimensional US Small Cap ETF (DFAS) stake by 14% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,701 shares worth $140K. The position accounts for 0.07% of the portfolio, ranked #31.

Rachor Investment Advisory Services first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. 603 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Rachor Investment Advisory Services held 1,701 shares of Dimensional US Small Cap ETF worth $140K as of Q2 2026.
  • Rachor Investment Advisory Services bought 215 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $16.7K.
  • Dimensional US Small Cap ETF made up 0.07% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #31 holding.
  • Rachor Investment Advisory Services first reported a position in Dimensional US Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 603 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.