SAM
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S.A. Mason’s Dimensional US Small Cap ETF DFAS Stock Holding History

S.A. Mason’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 		$625K Buy
7,588
+43
+0.6% +$3.33K 0.19% 110
2026
Q1 		$537K Buy
7,545
+90
+1% +$6.61K 0.2% 112
2025
Q4 		$519K Sell
7,455
-173
-2% -$11.9K 0.21% 110
2025
Q3 		$522K Buy
7,628
+59
+0.8% +$3.94K 0.23% 100
2025
Q2 		$482K Buy
7,569
+38
+0.5% +$2.28K 0.23% 99
2025
Q1 		$450K Sell
7,531
-235
-3% -$15.1K 0.24% 102
2024
Q4 		$505K Buy
7,766
+65
+0.8% +$4.35K 0.27% 90
2024
Q3 		$499K Buy
7,701
+70
+0.9% +$4.38K 0.26% 93
2024
Q2 		$458K Buy
7,631
+710
+10% +$42.7K 0.26% 94
2024
Q1 		$431K Buy
6,921
+785
+13% +$46.5K 0.26% 100
2023
Q4 		$366K Buy
6,136
+10
+0.2% +$536 0.25% 107
2023
Q3 		$322K Hold
6,126
– – 0.23% 111
2023
Q2 		$323K Hold
6,126
– – 0.23% 114
2023
Q1 		$323K Buy
+6,126
New +$332K 0.23% 114

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

S.A. Mason's DFAS Position: Q2 2026 in Review

S.A. Mason increased its Dimensional US Small Cap ETF (DFAS) stake by 0.57% in Q2 2026, buying an estimated $3.33K and bringing the position to 7,588 shares worth $625K. The position accounts for 0.19% of the portfolio, ranked #110.

S.A. Mason first reported a position in DFAS in Q1 2023 and has held it in 14 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • S.A. Mason held 7,588 shares of Dimensional US Small Cap ETF worth $625K as of Q2 2026.
  • S.A. Mason bought 43 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $3.33K.
  • Dimensional US Small Cap ETF made up 0.19% of S.A. Mason's portfolio in Q2 2026, its #110 holding.
  • S.A. Mason first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.