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Safeguard Investment Advisory Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Safeguard Investment Advisory Group’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 		$253K Buy
3,070
+8
+0.3% +$620 0.06% 141
2026
Q1 		$218K Buy
3,062
+3
+0.1% +$220 0.06% 126
2025
Q4 		$213K Sell
3,059
-432
-12% -$29.8K 0.05% 128
2025
Q3 		$239K Sell
3,491
-1,524
-30% -$102K 0.06% 120
2025
Q2 		$320K Sell
5,015
-1,415
-22% -$84.8K 0.08% 101
2025
Q1 		$384K Sell
6,430
-169
-3% -$10.9K 0.1% 81
2024
Q4 		$429K Sell
6,599
-674
-9% -$45.1K 0.12% 65
2024
Q3 		$472K Sell
7,273
-359
-5% -$22.5K 0.13% 59
2024
Q2 		$458K Sell
7,632
-2,368
-24% -$143K 0.14% 60
2024
Q1 		$623K Sell
10,000
-4,440
-31% -$263K 0.21% 48
2023
Q4 		$861K Sell
14,440
-2,109
-13% -$113K 0.32% 37
2023
Q3 		$869K Sell
16,549
-2,149
-11% -$118K 0.38% 33
2023
Q2 		$1.02M Sell
18,698
-856
-4% -$44.7K 0.44% 34
2023
Q1 		$1.03M Sell
19,554
-1,917
-9% -$104K 0.5% 34
2022
Q4 		$1.1M Sell
21,471
-1,936
-8% -$99.7K 0.68% 34
2022
Q3 		$1.09M Sell
23,407
-776
-3% -$39.6K 0.75% 30
2022
Q2 		$1.35M Buy
+24,183
New +$1.25M 0.83% 26
2022
Q1 		– Sell
-22,364
Closed -$1.34M – 90
2021
Q4 		$1.34M Buy
22,364
+5,683
+34% +$343K 0.78% 28
2021
Q3 		$959K Buy
16,681
+10,079
+153% +$581K 0.62% 32
2021
Q2 		$385K Buy
+6,602
New +$384K 0.27% 58

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

Safeguard Investment Advisory Group's DFAS Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Dimensional US Small Cap ETF (DFAS) stake by 0.26% in Q2 2026, buying an estimated $620 and bringing the position to 3,070 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #141.

Safeguard Investment Advisory Group first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.35M in Q2 2022. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Safeguard Investment Advisory Group held 3,070 shares of Dimensional US Small Cap ETF worth $253K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 8 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $620.
  • Dimensional US Small Cap ETF made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #141 holding.
  • Safeguard Investment Advisory Group first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Safeguard Investment Advisory Group's Dimensional US Small Cap ETF position peaked at $1.35M in Q2 2022.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.