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Richards, Merrill & Peterson’s Dimensional US Small Cap ETF DFAS Stock Holding History

Richards, Merrill & Peterson’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 		$364K Buy
4,425
+1
+0% +$77 0.12% 147
2026
Q1 		$315K Buy
4,424
+1
+0% +$73 0.12% 152
2025
Q4 		$308K Buy
+4,423
New +$305K 0.12% 147
2025
Q2 		– Sell
-409
Closed -$24.4K – 265
2025
Q1 		$24.4K Buy
409
+1
+0.2% +$64 0.01% 325
2024
Q4 		$26.6K Buy
+408
New +$27.3K 0.01% 307

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
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
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

Richards, Merrill & Peterson's DFAS Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Dimensional US Small Cap ETF (DFAS) stake by 0.02% in Q2 2026, buying an estimated $77 and bringing the position to 4,425 shares worth $364K. The position accounts for 0.12% of the portfolio, ranked #147.

Richards, Merrill & Peterson first reported a position in DFAS in Q4 2024 and has held it in 5 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Richards, Merrill & Peterson held 4,425 shares of Dimensional US Small Cap ETF worth $364K as of Q2 2026.
  • Richards, Merrill & Peterson bought 1 Dimensional US Small Cap ETF share in Q2 2026, an estimated $77.
  • Dimensional US Small Cap ETF made up 0.12% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #147 holding.
  • Richards, Merrill & Peterson first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.