Towneley Capital Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Towneley Capital Management’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	$335K	Buy	4,064 +12	+0.3%	+$930	0.07%	33
2026 Q1	$288K	Buy	4,052 +9	+0.2%	+$660	0.06%	33
2025 Q4	$282K	Sell	4,043 -457	-10%	-$31.5K	0.06%	30
2025 Q3	$308K	Buy	4,500 +12	+0.3%	+$801	0.07%	29
2025 Q2	$286K	Sell	4,488 -544	-11%	-$32.6K	0.07%	28
2025 Q1	$301K	Sell	5,032 -93	-2%	-$5.98K	0.07%	30
2024 Q4	$334K	Sell	5,125 -13,413	-72%	-$897K	0.08%	36
2024 Q3	$1.2M	Sell	18,538 -4,729	-20%	-$296K	0.27%	21
2024 Q2	$1.4M	Sell	23,267 -100,372	-81%	-$6.04M	0.33%	20
2024 Q1	$7.71M	Sell	123,639 -1,276	-1%	-$75.5K	1.9%	13
2023 Q4	$7.45M	Buy	+124,915	New	+$6.69M	1.91%	13

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

Towneley Capital Management's DFAS Position: Q2 2026 in Review

Towneley Capital Management increased its Dimensional US Small Cap ETF (DFAS) stake by 0.3% in Q2 2026, buying an estimated $930 and bringing the position to 4,064 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #33.

Towneley Capital Management first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.71M in Q1 2024. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Towneley Capital Management held 4,064 shares of Dimensional US Small Cap ETF worth $335K as of Q2 2026.
Towneley Capital Management bought 12 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $930.
Dimensional US Small Cap ETF made up 0.07% of Towneley Capital Management's portfolio in Q2 2026, its #33 holding.
Towneley Capital Management first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
Towneley Capital Management's Dimensional US Small Cap ETF position peaked at $7.71M in Q1 2024.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Towneley Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.