Running Point Capital Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Running Point Capital Advisors’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
2025 Q4	$52.6K	Hold	755	–	–	0.01%	150
2025 Q3	$51.7K	Buy	755 +123	+19%	+$8.21K	0.01%	153
2025 Q2	$40.3K	Hold	632	–	–	0.01%	148
2025 Q1	$37.8K	Hold	632	–	–	0.01%	141
2024 Q4	$41.2K	Hold	632	–	–	0.01%	126
2024 Q3	$41K	Hold	632	–	–	0.02%	117
2024 Q2	$38K	Sell	632 -8,029	-93%	-$483K	0.02%	113
2024 Q1	$540K	Hold	8,661	–	–	0.24%	57
2023 Q4	$516K	Hold	8,661	–	–	0.25%	57
2023 Q3	$455K	Hold	8,661	–	–	0.26%	60
2023 Q2	$475K	Hold	8,661	–	–	0.27%	58
2023 Q1	$456K	Hold	8,661	–	–	0.28%	56
2022 Q4	$443K	Hold	8,661	–	–	0.27%	56
2022 Q3	$403K	Hold	8,661	–	–	0.27%	50
2022 Q2	$416K	Hold	8,661	–	–	0.27%	51
2022 Q1	$486K	Hold	8,661	–	–	0.28%	45
2021 Q4	$520K	Buy	+8,661	New	+$523K	0.31%	46

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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

Align Financial Hermantown, Minnesota $202M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Running Point Capital Advisors's DFAS Position: Q4 2025 in Review

Running Point Capital Advisors held its Dimensional US Small Cap ETF (DFAS) position steady in Q4 2025 at 755 shares worth $52.6K. The position accounts for 0.01% of the portfolio, ranked #150.

Running Point Capital Advisors first reported a position in DFAS in Q4 2021 and has held it in 17 quarters since. The position peaked at $540K in Q1 2024. 866 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

Running Point Capital Advisors held 755 shares of Dimensional US Small Cap ETF worth $52.6K as of Q4 2025.
Running Point Capital Advisors left its Dimensional US Small Cap ETF share count unchanged in Q4 2025.
Dimensional US Small Cap ETF made up 0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #150 holding.
Running Point Capital Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 17 quarters since.
Running Point Capital Advisors's Dimensional US Small Cap ETF position peaked at $540K in Q1 2024.
866 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.