SPIA
DFAS icon

Steward Partners Investment Advisory’s Dimensional US Small Cap ETF DFAS Stock Holding History

Steward Partners Investment Advisory’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 		$165K Sell
2,000
-243
-11% -$18.8K ﹤0.01% 2331
2026
Q1 		$160K Sell
2,243
-44
-2% -$3.23K ﹤0.01% 2134
2025
Q4 		$159K Buy
2,287
+45
+2% +$3.1K ﹤0.01% 2042
2025
Q3 		$153K Buy
2,242
+46
+2% +$3.07K ﹤0.01% 2003
2025
Q2 		$140K Buy
2,196
+87
+4% +$5.22K ﹤0.01% 1926
2025
Q1 		$126K Sell
2,109
-661
-24% -$42.5K ﹤0.01% 1889
2024
Q4 		$180K Buy
2,770
+8
+0.3% +$535 ﹤0.01% 1673
2024
Q3 		$179K Sell
2,762
-73,114
-96% -$4.58M ﹤0.01% 1584
2024
Q2 		$4.56M Sell
75,876
-3,388
-4% -$204K 0.05% 354
2024
Q1 		$4.94M Sell
79,264
-9,052
-10% -$536K 0.05% 337
2023
Q4 		$5.27M Buy
88,316
+14,849
+20% +$796K 0.07% 275
2023
Q3 		$3.86M Buy
73,467
+72,625
+8,625% +$4M 0.06% 307
2023
Q2 		$46.1K Hold
842
– – ﹤0.01% 1921
2023
Q1 		$44.4K Hold
842
– – ﹤0.01% 1907
2022
Q4 		$43.1K Sell
842
-300
-26% -$15.4K ﹤0.01% 1901
2022
Q3 		$53K Hold
1,142
– – ﹤0.01% 1752
2022
Q2 		$55K Hold
1,142
– – ﹤0.01% 1757
2022
Q1 		$64K Hold
1,142
– – ﹤0.01% 1785
2021
Q4 		$69K Hold
1,142
– – ﹤0.01% 1752
2021
Q3 		$66K Hold
1,142
– – ﹤0.01% 1738
2021
Q2 		$67K Buy
+1,142
New +$66.4K ﹤0.01% 2786

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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Steward Partners Investment Advisory's DFAS Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Dimensional US Small Cap ETF (DFAS) stake by 11% in Q2 2026, selling an estimated $18.8K and leaving 2,000 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Steward Partners Investment Advisory first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.27M in Q4 2023. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Steward Partners Investment Advisory held 2,000 shares of Dimensional US Small Cap ETF worth $165K as of Q2 2026.
  • Steward Partners Investment Advisory sold 243 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $18.8K.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2331 holding.
  • Steward Partners Investment Advisory first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's Dimensional US Small Cap ETF position peaked at $5.27M in Q4 2023.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.