SAS
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SMI Advisory Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

SMI Advisory Services’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 		$6.82M Buy
83,541
+5,636
+7% +$437K 1.11% 16
2026
Q1 		$5.62M Buy
77,905
+40,935
+111% +$3M 0.93% 16
2025
Q4 		$2.72M Buy
+36,970
New +$2.55M 0.47% 19

Other funds holding DFAS

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

SMI Advisory Services's DFAS Position: Q2 2026 in Review

SMI Advisory Services increased its Dimensional US Small Cap ETF (DFAS) stake by 7.2% in Q2 2026, buying an estimated $437K and bringing the position to 83,541 shares worth $6.82M. The position accounts for 1.11% of the portfolio, ranked #16.

SMI Advisory Services first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • SMI Advisory Services held 83,541 shares of Dimensional US Small Cap ETF worth $6.82M as of Q2 2026.
  • SMI Advisory Services bought 5,636 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $437K.
  • Dimensional US Small Cap ETF made up 1.11% of SMI Advisory Services's portfolio in Q2 2026, its #16 holding.
  • SMI Advisory Services first reported a position in Dimensional US Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.