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United Advisor Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

United Advisor Group’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 		$1.16M Buy
+14,138
New +$1.1M 0.12% 191

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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

United Advisor Group's DFAS Position: Q2 2026 in Review

United Advisor Group opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 14,138 shares worth $1.16M. The stake represents 0.12% of the portfolio and ranks #191 among its holdings.

908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • United Advisor Group held 14,138 shares of Dimensional US Small Cap ETF worth $1.16M as of Q2 2026.
  • Dimensional US Small Cap ETF was a new United Advisor Group position in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.12% of United Advisor Group's portfolio in Q2 2026, its #191 holding.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.