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

Sequoia Financial 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
Q2 		$34.6M Sell
420,312
-9,522
-2% -$738K 0.17% 93
2026
Q1 		$30.6M Sell
429,834
-23,002
-5% -$1.69M 0.17% 97
2025
Q4 		$31.5M Sell
452,836
-2,905
-0.6% -$200K 0.18% 99
2025
Q3 		$31.2M Sell
455,741
-2,770
-0.6% -$185K 0.19% 96
2025
Q2 		$29.2M Sell
458,511
-16,931
-4% -$1.01M 0.2% 96
2025
Q1 		$28.4M Sell
475,442
-3,568
-0.7% -$229K 0.22% 96
2024
Q4 		$31.2M Sell
479,010
-8,716
-2% -$583K 0.3% 79
2024
Q3 		$31.6M Buy
487,726
+11,272
+2% +$706K 0.34% 71
2024
Q2 		$28.6M Buy
476,454
+9,756
+2% +$587K 0.34% 68
2024
Q1 		$29.1M Buy
466,698
+4,844
+1% +$287K 0.36% 65
2023
Q4 		$27.5M Buy
461,854
+25,717
+6% +$1.38M 0.34% 65
2023
Q3 		$22.9M Sell
436,137
-2,088
-0.5% -$115K 0.4% 53
2023
Q2 		$24M Buy
438,225
+2,125
+0.5% +$111K 0.41% 48
2023
Q1 		$23M Buy
436,100
+90,128
+26% +$4.88M 0.51% 36
2022
Q4 		$17.7M Buy
345,972
+10,484
+3% +$540K 0.43% 41
2022
Q3 		$15.6M Sell
335,488
-5,921
-2% -$302K 0.49% 38
2022
Q2 		$16.4M Sell
341,409
-732
-0.2% -$38K 0.46% 35
2022
Q1 		$19.2M Buy
342,141
+10,533
+3% +$593K 0.48% 36
2021
Q4 		$19.9M Buy
+331,608
New +$20M 0.54% 31

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

Sequoia Financial Advisors's DFAS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.2% in Q2 2026, selling an estimated $738K and leaving 420,312 shares worth $34.6M. The position accounts for 0.17% of the portfolio, ranked #93.

Sequoia Financial Advisors first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Sequoia Financial Advisors held 420,312 shares of Dimensional US Small Cap ETF worth $34.6M as of Q2 2026.
  • Sequoia Financial Advisors sold 9,522 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $738K.
  • Dimensional US Small Cap ETF made up 0.17% of Sequoia Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • Sequoia Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.