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Squire Investment Management Company’s Dimensional US Small Cap ETF DFAS Stock Holding History

Squire Investment Management Company’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 		$1.3M Sell
15,748
-200
-1% -$15.5K 0.31% 42
2026
Q1 		$1.13M Sell
15,948
-6,958
-30% -$511K 0.32% 41
2025
Q4 		$1.6M Sell
22,906
-345
-1% -$23.8K 0.48% 30
2025
Q3 		$1.59M Buy
23,251
+457
+2% +$30.5K 0.52% 29
2025
Q2 		$1.45M Sell
22,794
-805
-3% -$48.3K 0.54% 28
2025
Q1 		$1.41M Buy
23,599
+2,985
+14% +$192K 0.59% 26
2024
Q4 		$1.34M Buy
20,614
+714
+4% +$47.8K 0.59% 26
2024
Q3 		$1.29M Buy
19,900
+1,615
+9% +$101K 0.61% 25
2024
Q2 		$1.1M Buy
18,285
+179
+1% +$10.8K 0.62% 24
2024
Q1 		$1.13M Buy
18,106
+1,588
+10% +$94K 0.71% 21
2023
Q4 		$985K Buy
+16,518
New +$885K 0.8% 18

Other funds holding DFAS

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
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WTB
Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return

Squire Investment Management Company's DFAS Position: Q2 2026 in Review

Squire Investment Management Company reduced its Dimensional US Small Cap ETF (DFAS) stake by 1.3% in Q2 2026, selling an estimated $15.5K and leaving 15,748 shares worth $1.3M. The position accounts for 0.31% of the portfolio, ranked #42.

Squire Investment Management Company first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.6M in Q4 2025. 635 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Squire Investment Management Company held 15,748 shares of Dimensional US Small Cap ETF worth $1.3M as of Q2 2026.
  • Squire Investment Management Company sold 200 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $15.5K.
  • Dimensional US Small Cap ETF made up 0.31% of Squire Investment Management Company's portfolio in Q2 2026, its #42 holding.
  • Squire Investment Management Company first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Squire Investment Management Company's Dimensional US Small Cap ETF position peaked at $1.6M in Q4 2025.
  • 635 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.