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Rehmann Capital Advisory Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Rehmann Capital Advisory Group’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
Q1 		$2.25M Sell
31,689
-1,971
-6% -$145K 0.12% 131
2025
Q4 		$2.35M Sell
33,660
-725
-2% -$50K 0.12% 126
2025
Q3 		$2.35M Buy
34,385
+37
+0.1% +$2.47K 0.13% 118
2025
Q2 		$2.19M Sell
34,348
-144
-0.4% -$8.63K 0.13% 117
2025
Q1 		$2.06M Buy
34,492
+2,855
+9% +$184K 0.13% 125
2024
Q4 		$2.06M Buy
31,637
+1,671
+6% +$112K 0.13% 123
2024
Q3 		$1.99M Sell
29,966
-497
-2% -$31.1K 0.13% 125
2024
Q2 		$1.83M Buy
30,463
+1,606
+6% +$96.7K 0.13% 126
2024
Q1 		$1.8M Buy
28,857
+3,593
+14% +$213K 0.13% 127
2023
Q4 		$1.51M Buy
25,264
+2,127
+9% +$114K 0.12% 135
2023
Q3 		$1.21M Buy
23,137
+234
+1% +$12.9K 0.11% 139
2023
Q2 		$1.26M Buy
22,903
+2,336
+11% +$122K 0.11% 150
2023
Q1 		$1.08M Buy
20,567
+221
+1% +$12K 0.1% 170
2022
Q4 		$1.04M Buy
20,346
+6,009
+42% +$309K 0.11% 171
2022
Q3 		$667K Sell
14,337
-1,001
-7% -$51.1K 0.07% 232
2022
Q2 		$736K Buy
15,338
+340
+2% +$17.6K 0.08% 213
2022
Q1 		$841K Buy
14,998
+2,489
+20% +$140K 0.08% 221
2021
Q4 		$750K Buy
12,509
+2,159
+21% +$130K 0.07% 242
2021
Q3 		$595K Buy
10,350
+1,860
+22% +$107K 0.06% 285
2021
Q2 		$496K Buy
+8,490
New +$494K 0.05% 309

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Rehmann Capital Advisory Group's DFAS Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Dimensional US Small Cap ETF (DFAS) stake by 5.9% in Q1 2026, selling an estimated $145K and leaving 31,689 shares worth $2.25M. The position accounts for 0.12% of the portfolio, ranked #131.

Rehmann Capital Advisory Group first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.35M in Q3 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Rehmann Capital Advisory Group held 31,689 shares of Dimensional US Small Cap ETF worth $2.25M as of Q1 2026.
  • Rehmann Capital Advisory Group sold 1,971 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $145K.
  • Dimensional US Small Cap ETF made up 0.12% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #131 holding.
  • Rehmann Capital Advisory Group first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Rehmann Capital Advisory Group's Dimensional US Small Cap ETF position peaked at $2.35M in Q3 2025.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.