Simplex Trading
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Simplex Trading’s Dimensional US Small Cap ETF DFAS Stock Holding History

Simplex Trading’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
Q4 		– Sell
-200
Closed -$13K – 8862
2025
Q3 		$13K Buy
+200
New +$13.3K ﹤0.01% 7691
2025
Q1 		– Sell
-100
Closed -$6K – 8706
2024
Q4 		$6K Buy
+100
New +$6.69K ﹤0.01% 7490

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Simplex Trading's DFAS Position: Q4 2025 in Review

Simplex Trading sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2025, closing a stake of 200 shares — an estimated $13K sold.

Simplex Trading first reported a position in DFAS in Q4 2024 and held it in 2 quarters. The position peaked at $13K in Q3 2025. 870 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

  • Simplex Trading reported no remaining Dimensional US Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 200 Dimensional US Small Cap ETF shares in Q4 2025, an estimated $13K.
  • Simplex Trading first reported a position in Dimensional US Small Cap ETF in Q4 2024 and held it in 2 quarters.
  • Simplex Trading's Dimensional US Small Cap ETF position peaked at $13K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.