RA
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Ruggaard & Associates’s Dimensional US Small Cap ETF DFAS Stock Holding History

Ruggaard & Associates’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 		$7.39M Sell
103,859
-2,599
-2% -$191K 2.93% 16
2025
Q4 		$7.42M Sell
106,458
-11,170
-9% -$770K 2.92% 14
2025
Q3 		$8.05M Buy
117,628
+1,031
+0.9% +$68.8K 3.01% 14
2025
Q2 		$7.43M Sell
116,597
-515
-0.4% -$30.9K 2.99% 13
2025
Q1 		$7M Buy
117,112
+2,916
+3% +$188K 3.07% 13
2024
Q4 		$7.43M Buy
114,196
+5,310
+5% +$355K 3.26% 13
2024
Q3 		$7.06M Buy
108,886
+4,182
+4% +$262K 3.07% 14
2024
Q2 		$6.29M Buy
104,704
+6,831
+7% +$411K 2.91% 14
2024
Q1 		$6.1M Buy
+97,873
New +$5.79M 2.9% 13

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