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United Capital Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

United Capital Financial Advisors’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 		$2.4M Sell
33,686
-139
-0.4% -$10.2K 0.01% 510
2025
Q4 		$2.36M Buy
33,825
+1,440
+4% +$99.3K 0.01% 495
2025
Q3 		$2.22M Sell
32,385
-2,754
-8% -$184K 0.02% 448
2025
Q2 		$2.24M Buy
35,139
+294
+0.8% +$17.6K 0.02% 420
2025
Q1 		$2.08M Sell
34,845
-279
-0.8% -$17.9K 0.02% 422
2024
Q4 		$2.29M Buy
35,124
+100
+0.3% +$6.69K 0.02% 396
2024
Q3 		$2.27M Buy
35,024
+327
+0.9% +$20.5K 0.02% 392
2024
Q2 		$2.08M Sell
34,697
-3,549
-9% -$214K 0.02% 394
2024
Q1 		$2.38M Buy
38,246
+6
+0% +$355 0.02% 394
2023
Q4 		$2.28M Sell
38,240
-66,528
-64% -$3.57M 0.02% 392
2023
Q3 		$5.5M Buy
104,768
+6,313
+6% +$348K 0.04% 288
2023
Q2 		$5.4M Sell
98,455
-2,558
-3% -$133K 0.03% 303
2023
Q1 		$5.32M Sell
101,013
-434
-0.4% -$23.5K 0.03% 312
2022
Q4 		$5.19M Sell
101,447
-310
-0.3% -$16K 0.03% 321
2022
Q3 		$4.73M Sell
101,757
-801
-0.8% -$40.9K 0.03% 327
2022
Q2 		$4.92M Buy
102,558
+762
+0.7% +$39.5K 0.03% 334
2022
Q1 		$5.71M Buy
101,796
+2,963
+3% +$167K 0.03% 348
2021
Q4 		$5.93M Sell
98,833
-3,024
-3% -$183K 0.03% 350
2021
Q3 		$5.86M Sell
101,857
-7,596
-7% -$438K 0.03% 353
2021
Q2 		$6.39M Buy
+109,453
New +$6.37M 0.03% 343

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

United Capital Financial Advisors's DFAS Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.41% in Q1 2026, selling an estimated $10.2K and leaving 33,686 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #510.

United Capital Financial Advisors first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.39M in Q2 2021. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • United Capital Financial Advisors held 33,686 shares of Dimensional US Small Cap ETF worth $2.4M as of Q1 2026.
  • United Capital Financial Advisors sold 139 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $10.2K.
  • Dimensional US Small Cap ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #510 holding.
  • United Capital Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • United Capital Financial Advisors's Dimensional US Small Cap ETF position peaked at $6.39M in Q2 2021.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.