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Tilia Fiduciary Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Tilia Fiduciary Partners’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
2025
Q3 		– Sell
-3,719
Closed -$237K – 118
2025
Q2 		$237K Buy
3,719
+76
+2% +$4.56K 0.14% 107
2025
Q1 		$218K Buy
3,643
+391
+12% +$25.1K 0.15% 109
2024
Q4 		$212K Buy
+3,252
New +$218K 0.14% 105

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Tilia Fiduciary Partners's DFAS Position: Q3 2025 in Review

Tilia Fiduciary Partners sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2025, closing a stake of 3,719 shares — an estimated $237K sold.

Tilia Fiduciary Partners first reported a position in DFAS in Q4 2024 and held it in 3 quarters. The position peaked at $237K in Q2 2025. 785 funds tracked by Wall St. Rank hold DFAS as of Q3 2025.

  • Tilia Fiduciary Partners reported no remaining Dimensional US Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 3,719 Dimensional US Small Cap ETF shares in Q3 2025, an estimated $237K.
  • Tilia Fiduciary Partners first reported a position in Dimensional US Small Cap ETF in Q4 2024 and held it in 3 quarters.
  • Tilia Fiduciary Partners's Dimensional US Small Cap ETF position peaked at $237K in Q2 2025.
  • 785 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2025.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2025, filed 10 Oct 2025.