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

Truvestments Capital’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 		$6.15K Buy
87
+1
+1% +$73 ﹤0.01% 850
2025
Q4 		$6.01K Hold
86
– – ﹤0.01% 769
2025
Q3 		$5.89K Sell
86
-95
-52% -$6.34K ﹤0.01% 789
2025
Q2 		$11.6K Hold
181
– – ﹤0.01% 623
2025
Q1 		$10.8K Sell
181
-5
-3% -$322 ﹤0.01% 644
2024
Q4 		$12.1K Sell
186
-401
-68% -$26.8K ﹤0.01% 576
2024
Q3 		$38K Buy
+587
New +$36.7K 0.01% 396
2024
Q2 		– Sell
-583
Closed -$36.4K – 342
2024
Q1 		$36.4K Hold
583
– – 0.01% 383
2023
Q4 		$34.7K Sell
583
-116
-17% -$6.22K 0.02% 366
2023
Q3 		$36.7K Buy
+699
New +$38.5K 0.02% 317

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

Truvestments Capital's DFAS Position: Q1 2026 in Review

Truvestments Capital increased its Dimensional US Small Cap ETF (DFAS) stake by 1.2% in Q1 2026, buying an estimated $73 and bringing the position to 87 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Truvestments Capital first reported a position in DFAS in Q3 2023 and has held it in 10 quarters since. The position peaked at $38K in Q3 2024. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Truvestments Capital held 87 shares of Dimensional US Small Cap ETF worth $6.15K as of Q1 2026.
  • Truvestments Capital bought 1 Dimensional US Small Cap ETF share in Q1 2026, an estimated $73.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q1 2026, its #850 holding.
  • Truvestments Capital first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 10 quarters since.
  • Truvestments Capital's Dimensional US Small Cap ETF position peaked at $38K in Q3 2024.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.