Sovereign Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Sovereign 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	$565K	Hold	6,862	–	–	0.11%	56
2026 Q1	$488K	Buy	6,862 +1,316	+24%	+$96.6K	0.1%	54
2025 Q4	$386K	Sell	5,546 -1,316	-19%	-$90.7K	0.1%	36
2025 Q3	$470K	Hold	6,862	–	–	0.13%	32
2025 Q2	$437K	Buy	+6,862	New	+$411K	0.12%	33
2025 Q1	–	Sell	-5,332	Closed	-$347K	–	56
2024 Q4	$347K	Buy	5,332 +140	+3%	+$9.36K	0.1%	66
2024 Q3	$337K	Buy	+5,192	New	+$325K	0.11%	34

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

Sovereign Investment Advisors's DFAS Position: Q2 2026 in Review

Sovereign Investment Advisors held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 6,862 shares worth $565K. The position accounts for 0.11% of the portfolio, ranked #56.

Sovereign Investment Advisors first reported a position in DFAS in Q3 2024 and has held it in 7 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Sovereign Investment Advisors held 6,862 shares of Dimensional US Small Cap ETF worth $565K as of Q2 2026.
Sovereign Investment Advisors left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
Dimensional US Small Cap ETF made up 0.11% of Sovereign Investment Advisors's portfolio in Q2 2026, its #56 holding.
Sovereign Investment Advisors first reported a position in Dimensional US Small Cap ETF in Q3 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 Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.