Strategic Investment Solutions’s Dimensional US Small Cap ETF DFAS Stock Holding History

Strategic Investment Solutions’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	$3.83M	Buy	46,493 +417	+0.9%	+$32.3K	0.88%	28
2026 Q1	$3.28M	Sell	46,076 -989	-2%	-$72.6K	0.79%	30
2025 Q4	$3.28M	Sell	47,065 -1,882	-4%	-$130K	0.79%	28
2025 Q3	$3.35M	Sell	48,947 -1	-0%	-$67	0.89%	27
2025 Q2	$3.12M	Sell	48,948 -9,291	-16%	-$557K	0.94%	24
2025 Q1	$3.48M	Sell	58,239 -3,682	-6%	-$237K	1.01%	25
2024 Q4	$3.82M	Buy	61,921 +4,724	+8%	+$316K	1.28%	19
2024 Q3	$3.71M	Buy	57,197 +4,279	+8%	+$268K	1.11%	22
2024 Q2	$3.44M	Buy	+52,918	New	+$3.18M	1.11%	23
2023 Q4	$3.13M	Sell	52,469 -930,909	-95%	-$49.9M	0.54%	38
2023 Q3	$54.2M	Buy	983,378 +967,335	+6,030%	+$53.3M	0.67%	32
2023 Q2	$846K	Sell	16,043 -50,085	-76%	-$2.61M	0.17%	55
2023 Q1	$3.48M	Buy	66,128 +261	+0.4%	+$14.1K	0.68%	33
2022 Q4	$3.81M	Buy	+65,867	New	+$3.39M	1.88%	15

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

Strategic Investment Solutions's DFAS Position: Q2 2026 in Review

Strategic Investment Solutions increased its Dimensional US Small Cap ETF (DFAS) stake by 0.91% in Q2 2026, buying an estimated $32.3K and bringing the position to 46,493 shares worth $3.83M. The position accounts for 0.88% of the portfolio, ranked #28.

Strategic Investment Solutions first reported a position in DFAS in Q4 2022 and has held it in 14 quarters since. The position peaked at $54.2M in Q3 2023. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Strategic Investment Solutions held 46,493 shares of Dimensional US Small Cap ETF worth $3.83M as of Q2 2026.
Strategic Investment Solutions bought 417 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $32.3K.
Dimensional US Small Cap ETF made up 0.88% of Strategic Investment Solutions's portfolio in Q2 2026, its #28 holding.
Strategic Investment Solutions first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's Dimensional US Small Cap ETF position peaked at $54.2M in Q3 2023.
908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.