Timonier Family Office’s Dimensional US Small Cap ETF DFAS Stock Holding History

Timonier Family Office’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	$24.9M	Buy	+302,816	New	+$23.5M	7.04%	5
2025 Q4	$20.7M	Buy	296,472 +4,797	+2%	+$331K	6.56%	5
2025 Q3	$20M	Buy	291,675 +17,314	+6%	+$1.16M	6.54%	5
2025 Q2	$17.5M	Buy	274,361 +18,336	+7%	+$1.1M	6.54%	5
2025 Q1	$15.3M	Buy	256,025 +32,159	+14%	+$2.07M	6.76%	5
2024 Q4	$14.6M	Buy	+223,866	New	+$15M	7.48%	5

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

Timonier Family Office's DFAS Position: Q2 2026 in Review

Timonier Family Office opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 302,816 shares worth $24.9M. The stake represents 7.04% of the portfolio and ranks #5 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in DFAS as recently as Q4 2025.

Timonier Family Office first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Timonier Family Office held 302,816 shares of Dimensional US Small Cap ETF worth $24.9M as of Q2 2026.
Dimensional US Small Cap ETF was a new Timonier Family Office position in Q2 2026.
Dimensional US Small Cap ETF made up 7.04% of Timonier Family Office's portfolio in Q2 2026, its #5 holding.
Timonier Family Office first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.