TRCT
DFAS icon

Tower Research Capital (TRC)’s Dimensional US Small Cap ETF DFAS Stock Holding History

Tower Research Capital (TRC)’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 		$263K Buy
3,694
+1,925
+109% +$141K 0.01% 1406
2025
Q4 		$123K Buy
+1,769
New +$122K ﹤0.01% 1798
2025
Q2 		– Sell
-352
Closed -$21K – 5317
2025
Q1 		$21K Sell
352
-1,370
-80% -$88.1K ﹤0.01% 2913
2024
Q4 		$112K Buy
+1,722
New +$115K ﹤0.01% 2086
2024
Q3 		– Sell
-3,761
Closed -$226K – 5748
2024
Q2 		$226K Buy
+3,761
New +$226K ﹤0.01% 1970
2024
Q1 		– Sell
-3,512
Closed -$209K – 5905
2023
Q4 		$209K Sell
3,512
-2,096
-37% -$112K ﹤0.01% 2066
2023
Q3 		$294K Sell
5,608
-17,143
-75% -$944K 0.01% 1199
2023
Q2 		$1.25M Buy
22,751
+8,467
+59% +$442K 0.04% 388
2023
Q1 		$753K Sell
14,284
-19,831
-58% -$1.07M 0.02% 591
2022
Q4 		$1.75M Buy
34,115
+33,694
+8,003% +$1.73M 0.07% 197
2022
Q3 		$20K Sell
421
-6,591
-94% -$337K ﹤0.01% 3928
2022
Q2 		$337K Buy
+7,012
New +$364K 0.01% 1393
2022
Q1 		– Sell
-13,365
Closed -$802K – 6153
2021
Q4 		$802K Buy
+13,365
New +$807K 0.01% 818

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