SignatureFD’s Dimensional US Small Cap ETF DFAS Stock Holding History

SignatureFD’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	$213K	Buy	3,001 +120	+4%	+$8.81K	﹤0.01%	970
2025 Q4	$201K	Sell	2,881 -1,639	-36%	-$113K	﹤0.01%	972
2025 Q3	$309K	Hold	4,520	–	–	﹤0.01%	761
2025 Q2	$288K	Hold	4,520	–	–	﹤0.01%	755
2025 Q1	$270K	Sell	4,520 -5,036	-53%	-$324K	0.01%	755
2024 Q4	$622K	Hold	9,556	–	–	0.01%	457
2024 Q3	$620K	Sell	9,556 -2,591	-21%	-$162K	0.01%	456
2024 Q2	$730K	Hold	12,147	–	–	0.01%	387
2024 Q1	$757K	Buy	12,147 +10,858	+842%	+$643K	0.02%	387
2023 Q4	$76.8K	Buy	1,289 +58	+5%	+$3.11K	﹤0.01%	1252
2023 Q3	$64.6K	Buy	1,231 +57	+5%	+$3.14K	﹤0.01%	1265
2023 Q2	$64.3K	Buy	1,174 +60	+5%	+$3.13K	﹤0.01%	1298
2023 Q1	$58.7K	Buy	1,114 +57	+5%	+$3.09K	﹤0.01%	1306
2022 Q4	$54.1K	Hold	1,057	–	–	﹤0.01%	1327
2022 Q3	$49K	Hold	1,057	–	–	﹤0.01%	1277
2022 Q2	$51K	Hold	1,057	–	–	﹤0.01%	1283
2022 Q1	$59K	Hold	1,057	–	–	﹤0.01%	1286
2021 Q4	$63K	Hold	1,057	–	–	﹤0.01%	1227
2021 Q3	$61K	Hold	1,057	–	–	﹤0.01%	1203
2021 Q2	$62K	Buy	+1,057	New	+$61.5K	﹤0.01%	1173

Other funds holding DFAS

Creative Planning

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

Envestnet Asset Management

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

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

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