Strategy Asset Managers’s Dimensional US Small Cap ETF DFAS Stock Holding History

Strategy Asset Managers’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	$1.69M	Buy	+20,560	New	+$1.59M	0.25%	74

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

Strategy Asset Managers's DFAS Position: Q2 2026 in Review

Strategy Asset Managers opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 20,560 shares worth $1.69M. The stake represents 0.25% of the portfolio and ranks #74 among its holdings.

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

Strategy Asset Managers held 20,560 shares of Dimensional US Small Cap ETF worth $1.69M as of Q2 2026.
Dimensional US Small Cap ETF was a new Strategy Asset Managers position in Q2 2026.
Dimensional US Small Cap ETF made up 0.25% of Strategy Asset Managers's portfolio in Q2 2026, its #74 holding.
880 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Strategy Asset Managers's 13F filing for Q2 2026, filed 14 Aug 2026.