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Savvy Advisors Inc’s Dimensional US Small Cap ETF DFAS Stock Holding History

Savvy Advisors Inc’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 		$5.46M Buy
66,348
+1,172
+2% +$90.8K 0.12% 147
2026
Q1 		$4.64M Buy
65,176
+11,349
+21% +$833K 0.12% 132
2025
Q4 		$3.75M Buy
53,827
+15,851
+42% +$1.09M 0.12% 126
2025
Q3 		$2.6M Buy
37,976
+1,948
+5% +$130K 0.12% 124
2025
Q2 		$2.3M Buy
36,028
+18,296
+103% +$1.1M 0.15% 101
2025
Q1 		$1.06M Buy
+17,732
New +$1.14M 0.11% 156

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

Savvy Advisors Inc's DFAS Position: Q2 2026 in Review

Savvy Advisors Inc increased its Dimensional US Small Cap ETF (DFAS) stake by 1.8% in Q2 2026, buying an estimated $90.8K and bringing the position to 66,348 shares worth $5.46M. The position accounts for 0.12% of the portfolio, ranked #147.

Savvy Advisors Inc first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Savvy Advisors Inc held 66,348 shares of Dimensional US Small Cap ETF worth $5.46M as of Q2 2026.
  • Savvy Advisors Inc bought 1,172 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $90.8K.
  • Dimensional US Small Cap ETF made up 0.12% of Savvy Advisors Inc's portfolio in Q2 2026, its #147 holding.
  • Savvy Advisors Inc first reported a position in Dimensional US Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.