RAM Investment Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

RAM Investment 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	$275K	Buy	3,335 +5	+0.2%	+$387	0.04%	102
2026 Q1	$237K	Sell	3,330 -140	-4%	-$10.3K	0.04%	106
2025 Q4	$242K	Hold	3,470	–	–	0.04%	91
2025 Q3	$238K	Hold	3,470	–	–	0.04%	92
2025 Q2	$221K	Sell	3,470 -2,025	-37%	-$121K	0.05%	89
2025 Q1	$328K	Buy	+5,495	New	+$353K	0.08%	68

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RAM Investment Partners's DFAS Position: Q2 2026 in Review

RAM Investment Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 0.15% in Q2 2026, buying an estimated $387 and bringing the position to 3,335 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #102.

RAM Investment Partners first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. The position peaked at $328K in Q1 2025. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

RAM Investment Partners held 3,335 shares of Dimensional US Small Cap ETF worth $275K as of Q2 2026.
RAM Investment Partners bought 5 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $387.
Dimensional US Small Cap ETF made up 0.04% of RAM Investment Partners's portfolio in Q2 2026, its #102 holding.
RAM Investment Partners first reported a position in Dimensional US Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
RAM Investment Partners's Dimensional US Small Cap ETF position peaked at $328K in Q1 2025.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.