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Root Financial Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Root Financial 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 		$192M Buy
2,329,592
+743,237
+47% +$57.6M 7.45% 2
2026
Q1 		$113M Buy
1,586,355
+231,179
+17% +$17M 5.22% 5
2025
Q4 		$94.4M Buy
1,355,176
+380,939
+39% +$26.3M 4.82% 6
2025
Q3 		$66.7M Buy
974,237
+415,058
+74% +$27.7M 4.11% 6
2025
Q2 		$35.6M Buy
559,179
+299,957
+116% +$18M 3.44% 7
2025
Q1 		$15.5M Buy
259,222
+245,533
+1,794% +$15.8M 1.65% 15
2024
Q4 		$891K Sell
13,689
-2,800
-17% -$187K 0.11% 70
2024
Q3 		$1.07M Sell
16,489
-435
-3% -$27.2K 0.17% 47
2024
Q2 		$1.02M Sell
16,924
-3,743
-18% -$225K 0.24% 34
2024
Q1 		$1.29M Sell
20,667
-723
-3% -$42.8K 0.38% 32
2023
Q4 		$1.28M Sell
21,390
-290
-1% -$15.5K 0.48% 25
2023
Q3 		$1.14M Buy
21,680
+4,846
+29% +$267K 0.6% 24
2023
Q2 		$922K Buy
16,834
+305
+2% +$15.9K 0.55% 26
2023
Q1 		$871K Buy
+16,529
New +$895K 0.62% 28

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Root Financial Partners's DFAS Position: Q2 2026 in Review

Root Financial Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 47% in Q2 2026, buying an estimated $57.6M and bringing the position to 2,329,592 shares worth $192M. The position accounts for 7.45% of the portfolio, ranked #2.

Root Financial Partners first reported a position in DFAS in Q1 2023 and has held it in 14 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Root Financial Partners held 2,329,592 shares of Dimensional US Small Cap ETF worth $192M as of Q2 2026.
  • Root Financial Partners bought 743,237 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $57.6M.
  • Dimensional US Small Cap ETF made up 7.45% of Root Financial Partners's portfolio in Q2 2026, its #2 holding.
  • Root Financial Partners first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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