UFA
DFAS icon

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

US 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
2025
Q1 		$6.52M Buy
109,158
+177
+0.2% +$11.4K 1.93% 18
2024
Q4 		$7.09M Buy
108,981
+2,999
+3% +$201K 2.18% 16
2024
Q3 		$6.87M Buy
105,982
+7,910
+8% +$495K 2.14% 16
2024
Q2 		$5.89M Buy
+98,072
New +$5.9M 1.98% 17

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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $2.31B AUM 26.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

US Financial Advisors's DFAS Position: Q1 2025 in Review

US Financial Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 0.16% in Q1 2025, buying an estimated $11.4K and bringing the position to 109,158 shares worth $6.52M. The position accounts for 1.93% of the portfolio, ranked #18.

US Financial Advisors first reported a position in DFAS in Q2 2024 and has held it in 4 quarters since. The position peaked at $7.09M in Q4 2024. 754 funds tracked by Wall St. Rank hold DFAS as of Q1 2025.

  • US Financial Advisors held 109,158 shares of Dimensional US Small Cap ETF worth $6.52M as of Q1 2025.
  • US Financial Advisors bought 177 Dimensional US Small Cap ETF shares in Q1 2025, an estimated $11.4K.
  • Dimensional US Small Cap ETF made up 1.93% of US Financial Advisors's portfolio in Q1 2025, its #18 holding.
  • US Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 4 quarters since.
  • US Financial Advisors's Dimensional US Small Cap ETF position peaked at $7.09M in Q4 2024.
  • 754 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.