STA
DFAS icon

Summit Trail Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Summit Trail 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 		– Sell
-15,589
Closed -$1.09M – 1459
2025
Q4 		$1.09M Hold
15,589
– – 0.02% 775
2025
Q3 		$1.07M Hold
15,589
– – 0.01% 798
2025
Q2 		$993K Buy
15,589
+504
+3% +$30.2K 0.02% 483
2025
Q1 		$901K Hold
15,085
– – 0.03% 174
2024
Q4 		$982K Hold
15,085
– – 0.04% 142
2024
Q3 		$978K Buy
15,085
+2,963
+24% +$185K 0.02% 266
2024
Q2 		$728K Buy
+12,122
New +$730K 0.02% 295

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
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
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
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Summit Trail Advisors's DFAS Position: Q1 2026 in Review

Summit Trail Advisors sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2026, closing a stake of 15,589 shares — an estimated $1.09M sold.

Summit Trail Advisors first reported a position in DFAS in Q2 2024 and held it in 7 quarters. The position peaked at $1.09M in Q4 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Summit Trail Advisors reported no remaining Dimensional US Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 15,589 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $1.09M.
  • Summit Trail Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2024 and held it in 7 quarters.
  • Summit Trail Advisors's Dimensional US Small Cap ETF position peaked at $1.09M in Q4 2025.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.