Strathmore Capital Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Strathmore Capital Advisors’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 Q1	$3.01M	Sell	39,086 -666	-2%	-$48.9K	0.85%	18
2025 Q4	$2.77M	Sell	39,752 -1,209	-3%	-$83.3K	0.91%	20
2025 Q3	$2.8M	Sell	40,961 -2,127	-5%	-$142K	1.15%	16
2025 Q2	$2.83M	Buy	+43,088	New	+$2.58M	1.25%	12
2024 Q4	$2.97M	Buy	+45,669	New	+$3.05M	2.16%	8

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Strathmore Capital Advisors's DFAS Position: Q1 2026 in Review

Strathmore Capital Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 1.7% in Q1 2026, selling an estimated $48.9K and leaving 39,086 shares worth $3.01M. The position accounts for 0.85% of the portfolio, ranked #18.

Strathmore Capital Advisors first reported a position in DFAS in Q4 2024 and has held it in 5 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Strathmore Capital Advisors held 39,086 shares of Dimensional US Small Cap ETF worth $3.01M as of Q1 2026.
Strathmore Capital Advisors sold 666 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $48.9K.
Dimensional US Small Cap ETF made up 0.85% of Strathmore Capital Advisors's portfolio in Q1 2026, its #18 holding.
Strathmore Capital Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 5 quarters since.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Strathmore Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.