Stonebridge Financial Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Stonebridge Financial Group’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	$371K	Buy	+4,510	New	+$349K	0.05%	207

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

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

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Stonebridge Financial Group's DFAS Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 4,510 shares worth $371K. The stake represents 0.05% of the portfolio and ranks #207 among its holdings.

880 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Stonebridge Financial Group held 4,510 shares of Dimensional US Small Cap ETF worth $371K as of Q2 2026.
Dimensional US Small Cap ETF was a new Stonebridge Financial Group position in Q2 2026.
Dimensional US Small Cap ETF made up 0.05% of Stonebridge Financial Group's portfolio in Q2 2026, its #207 holding.
880 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.