SAG
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SageView Advisory Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

SageView 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
2025
Q4 		$203K Sell
2,912
-1,506
-34% -$104K 0.01% 595
2025
Q3 		$302K Buy
4,418
+220
+5% +$14.7K 0.01% 514
2025
Q2 		$277K Sell
4,198
-573
-12% -$34.4K 0.01% 518
2025
Q1 		$285K Buy
4,771
+151
+3% +$9.71K 0.01% 484
2024
Q4 		$301K Buy
+4,620
New +$309K 0.01% 464

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 $2.31B AUM 26.52% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

SageView Advisory Group's DFAS Position: Q4 2025 in Review

SageView Advisory Group reduced its Dimensional US Small Cap ETF (DFAS) stake by 34% in Q4 2025, selling an estimated $104K and leaving 2,912 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #595.

SageView Advisory Group first reported a position in DFAS in Q4 2024 and has held it in 5 quarters since. The position peaked at $302K in Q3 2025. 866 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

  • SageView Advisory Group held 2,912 shares of Dimensional US Small Cap ETF worth $203K as of Q4 2025.
  • SageView Advisory Group sold 1,506 Dimensional US Small Cap ETF shares in Q4 2025, an estimated $104K.
  • Dimensional US Small Cap ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #595 holding.
  • SageView Advisory Group first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • SageView Advisory Group's Dimensional US Small Cap ETF position peaked at $302K in Q3 2025.
  • 866 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.