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

Seneschal Advisors’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 Q1	$5.74M	Buy	80,736 +1,173	+1%	+$86.1K	4.26%	7
2025 Q4	$5.54M	Sell	79,563 -5,022	-6%	-$346K	4.08%	7
2025 Q3	$5.79M	Buy	84,585 +1,358	+2%	+$90.6K	4.2%	7
2025 Q2	$5.3M	Buy	83,227 +2,527	+3%	+$151K	4.18%	7
2025 Q1	$4.82M	Buy	80,700 +978	+1%	+$62.9K	4.14%	7
2024 Q4	$5.19M	Buy	+79,722	New	+$5.33M	4.34%	8

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Seneschal Advisors's DFAS Position: Q1 2026 in Review

Seneschal Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 1.5% in Q1 2026, buying an estimated $86.1K and bringing the position to 80,736 shares worth $5.74M. The position accounts for 4.26% of the portfolio, ranked #7.

Seneschal Advisors first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.79M in Q3 2025. 881 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Seneschal Advisors held 80,736 shares of Dimensional US Small Cap ETF worth $5.74M as of Q1 2026.
Seneschal Advisors bought 1,173 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $86.1K.
Dimensional US Small Cap ETF made up 4.26% of Seneschal Advisors's portfolio in Q1 2026, its #7 holding.
Seneschal Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
Seneschal Advisors's Dimensional US Small Cap ETF position peaked at $5.79M in Q3 2025.
881 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Seneschal Advisors's 13F filing for Q1 2026, filed 8 May 2026.