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

Valeo 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
Q2 		$3.62M Buy
43,996
+30,896
+236% +$2.39M 0.08% 119
2026
Q1 		$932K Sell
13,100
-1,017
-7% -$74.6K 0.02% 283
2025
Q4 		$984K Sell
14,117
-843
-6% -$58.1K 0.02% 305
2025
Q3 		$1.02M Buy
14,960
+4
+0% +$267 0.02% 298
2025
Q2 		$953K Sell
14,956
-2,475
-14% -$148K 0.02% 309
2025
Q1 		$1.04M Buy
17,431
+820
+5% +$52.7K 0.03% 256
2024
Q4 		$1.08M Buy
16,611
+77
+0.5% +$5.15K 0.03% 246
2024
Q3 		$1.07M Sell
16,534
-1,878
-10% -$118K 0.03% 248
2024
Q2 		$1.11M Buy
18,412
+604
+3% +$36.4K 0.03% 224
2024
Q1 		$1.06M Buy
17,808
+1,510
+9% +$89.4K 0.04% 229
2023
Q4 		$972K Buy
16,298
+4
+0% +$214 0.04% 226
2023
Q3 		$855K Buy
16,294
+831
+5% +$45.8K 0.04% 233
2023
Q2 		$847K Buy
15,463
+1,881
+14% +$98.1K 0.04% 226
2023
Q1 		$716K Sell
13,582
-740
-5% -$40.1K 0.03% 265
2022
Q4 		$733K Sell
14,322
-677
-5% -$34.9K 0.04% 228
2022
Q3 		$698K Buy
14,999
+4
+0% +$204 0.04% 209
2022
Q2 		$720K Buy
14,995
+5
+0% +$259 0.05% 205
2022
Q1 		$840K Buy
+14,990
New +$844K 0.04% 227

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

Valeo Financial Advisors's DFAS Position: Q2 2026 in Review

Valeo Financial Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 236% in Q2 2026, buying an estimated $2.39M and bringing the position to 43,996 shares worth $3.62M. The position accounts for 0.08% of the portfolio, ranked #119.

Valeo Financial Advisors first reported a position in DFAS in Q1 2022 and has held it in 18 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Valeo Financial Advisors held 43,996 shares of Dimensional US Small Cap ETF worth $3.62M as of Q2 2026.
  • Valeo Financial Advisors bought 30,896 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $2.39M.
  • Dimensional US Small Cap ETF made up 0.08% of Valeo Financial Advisors's portfolio in Q2 2026, its #119 holding.
  • Valeo Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.