Signature Estate & Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Signature Estate & Investment 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	$5.25M	Buy	63,774 +3,397	+6%	+$263K	0.09%	100
2026 Q1	$4.29M	Buy	60,377 +4,043	+7%	+$297K	0.09%	110
2025 Q4	$3.92M	Buy	56,334 +10,868	+24%	+$749K	0.08%	116
2025 Q3	$3.11M	Buy	45,466 +10,098	+29%	+$674K	0.07%	132
2025 Q2	$2.25M	Buy	35,368 +23,569	+200%	+$1.41M	0.05%	144
2025 Q1	$705K	Buy	11,799 +640	+6%	+$41.2K	0.02%	275
2024 Q4	$726K	Buy	+11,159	New	+$746K	0.02%	271

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

Signature Estate & Investment Advisors's DFAS Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 5.6% in Q2 2026, buying an estimated $263K and bringing the position to 63,774 shares worth $5.25M. The position accounts for 0.09% of the portfolio, ranked #100.

Signature Estate & Investment Advisors first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Signature Estate & Investment Advisors held 63,774 shares of Dimensional US Small Cap ETF worth $5.25M as of Q2 2026.
Signature Estate & Investment Advisors bought 3,397 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $263K.
Dimensional US Small Cap ETF made up 0.09% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #100 holding.
Signature Estate & Investment Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.