Seven Mile Advisory’s Dimensional US Small Cap ETF DFAS Stock Holding History

Seven Mile Advisory’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 Q2	–	Sell	-12,533	Closed	-$749K	–	181
2025 Q1	$749K	Buy	12,533 +2,974	+31%	+$191K	0.5%	35
2024 Q4	$622K	Buy	9,559 +26	+0.3%	+$1.74K	0.4%	44
2024 Q3	$618K	Buy	9,533 +23	+0.2%	+$1.44K	0.41%	47
2024 Q2	$571K	Buy	9,510 +28	+0.3%	+$1.69K	0.42%	48
2024 Q1	$591K	Buy	9,482 +15	+0.2%	+$888	0.45%	46
2023 Q4	$564K	Buy	9,467 +26	+0.3%	+$1.39K	0.49%	45
2023 Q3	$496K	Buy	9,441 +29	+0.3%	+$1.6K	0.52%	43
2023 Q2	$516K	Buy	+9,412	New	+$491K	0.6%	41

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

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

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Seven Mile Advisory's DFAS Position: Q2 2025 in Review

Seven Mile Advisory sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2025, closing a stake of 12,533 shares — an estimated $749K sold.

Seven Mile Advisory first reported a position in DFAS in Q2 2023 and held it in 8 quarters. The position peaked at $749K in Q1 2025. 769 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

Seven Mile Advisory reported no remaining Dimensional US Small Cap ETF position as of Q2 2025 after selling out during the quarter.
Seven Mile Advisory sold 12,533 Dimensional US Small Cap ETF shares in Q2 2025, an estimated $749K.
Seven Mile Advisory first reported a position in Dimensional US Small Cap ETF in Q2 2023 and held it in 8 quarters.
Seven Mile Advisory's Dimensional US Small Cap ETF position peaked at $749K in Q1 2025.
769 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2025.

Based on Seven Mile Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.