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

Safeguard Financial’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
Q1 		$211K Sell
3,524
-102
-3% -$6.56K 0.05% 102
2024
Q4 		$236K Buy
+3,626
New +$243K 0.05% 102

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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Safeguard Financial's DFAS Position: Q1 2025 in Review

Safeguard Financial reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.8% in Q1 2025, selling an estimated $6.56K and leaving 3,524 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #102.

Safeguard Financial first reported a position in DFAS in Q4 2024 and has held it in 2 quarters since. The position peaked at $236K in Q4 2024. 753 funds tracked by Wall St. Rank hold DFAS as of Q1 2025.

  • Safeguard Financial held 3,524 shares of Dimensional US Small Cap ETF worth $211K as of Q1 2025.
  • Safeguard Financial sold 102 Dimensional US Small Cap ETF shares in Q1 2025, an estimated $6.56K.
  • Dimensional US Small Cap ETF made up 0.05% of Safeguard Financial's portfolio in Q1 2025, its #102 holding.
  • Safeguard Financial first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • Safeguard Financial's Dimensional US Small Cap ETF position peaked at $236K in Q4 2024.
  • 753 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.