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SJS Investment Consulting’s Dimensional US Small Cap ETF DFAS Stock Holding History

SJS Investment Consulting’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 		$770K Sell
9,354
-471
-5% -$36.5K 0.08% 66
2026
Q1 		$699K Hold
9,825
– – 0.09% 63
2025
Q4 		$685K Sell
9,825
-300
-3% -$20.7K 0.09% 60
2025
Q3 		$693K Sell
10,125
-391
-4% -$26.1K 0.09% 62
2025
Q2 		$670K Sell
10,516
-133
-1% -$7.97K 0.11% 47
2025
Q1 		$636K Buy
10,649
+120
+1% +$7.72K 0.11% 45
2024
Q4 		$685K Hold
10,529
– – 0.12% 43
2024
Q3 		$683K Hold
10,529
– – 0.12% 40
2024
Q2 		$633K Sell
10,529
-1,632
-13% -$98.2K 0.12% 38
2024
Q1 		$758K Hold
12,161
– – 0.15% 33
2023
Q4 		$725K Sell
12,161
-826
-6% -$44.3K 0.16% 36
2023
Q3 		$682K Sell
12,987
-50
-0.4% -$2.75K 0.17% 33
2023
Q2 		$714K Hold
13,037
– – 0.18% 33
2023
Q1 		$687K Sell
13,037
-20
-0.2% -$1.08K 0.19% 35
2022
Q4 		$668K Sell
13,057
-50
-0.4% -$2.57K 0.2% 36
2022
Q3 		$610K Buy
+13,107
New +$670K 0.21% 32
2022
Q1 		$735K Sell
13,108
-303
-2% -$17.1K 0.22% 34
2021
Q4 		$805K Buy
+13,411
New +$810K 0.24% 34

Other funds holding DFAS

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

SJS Investment Consulting's DFAS Position: Q2 2026 in Review

SJS Investment Consulting reduced its Dimensional US Small Cap ETF (DFAS) stake by 4.8% in Q2 2026, selling an estimated $36.5K and leaving 9,354 shares worth $770K. The position accounts for 0.08% of the portfolio, ranked #66.

SJS Investment Consulting first reported a position in DFAS in Q4 2021 and has held it in 18 quarters since. The position peaked at $805K in Q4 2021. 403 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • SJS Investment Consulting held 9,354 shares of Dimensional US Small Cap ETF worth $770K as of Q2 2026.
  • SJS Investment Consulting sold 471 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $36.5K.
  • Dimensional US Small Cap ETF made up 0.08% of SJS Investment Consulting's portfolio in Q2 2026, its #66 holding.
  • SJS Investment Consulting first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • SJS Investment Consulting's Dimensional US Small Cap ETF position peaked at $805K in Q4 2021.
  • 403 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.