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
2026 Q2	$6.08M	Buy	73,811 +63,763	+635%	+$4.94M	0.2%	70
2026 Q1	$715K	Buy	10,048 +7,136	+245%	+$524K	0.03%	280
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SageView Advisory Group's DFAS Position: Q2 2026 in Review

SageView Advisory Group increased its Dimensional US Small Cap ETF (DFAS) stake by 635% in Q2 2026, buying an estimated $4.94M and bringing the position to 73,811 shares worth $6.08M. The position accounts for 0.2% of the portfolio, ranked #70.

SageView Advisory Group first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 914 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

SageView Advisory Group held 73,811 shares of Dimensional US Small Cap ETF worth $6.08M as of Q2 2026.
SageView Advisory Group bought 63,763 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $4.94M.
Dimensional US Small Cap ETF made up 0.2% of SageView Advisory Group's portfolio in Q2 2026, its #70 holding.
SageView Advisory Group first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
914 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.