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

Vantage Point Financial’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	$2.8M	Sell	39,313 -1,465	-4%	-$108K	0.98%	24
2025 Q4	$2.84M	Sell	40,778 -2,968	-7%	-$205K	1.02%	25
2025 Q3	$2.99M	Sell	43,746 -2,517	-5%	-$168K	1.16%	21
2025 Q2	$2.95M	Buy	46,263 +1,975	+4%	+$118K	1.29%	20
2025 Q1	$2.65M	Buy	44,288 +54	+0.1%	+$3.47K	1.33%	20
2024 Q4	$2.88M	Buy	+44,234	New	+$2.96M	1.55%	18

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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 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

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Vantage Point Financial's DFAS Position: Q1 2026 in Review

Vantage Point Financial reduced its Dimensional US Small Cap ETF (DFAS) stake by 3.6% in Q1 2026, selling an estimated $108K and leaving 39,313 shares worth $2.8M. The position accounts for 0.98% of the portfolio, ranked #24.

Vantage Point Financial first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.99M in Q3 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Vantage Point Financial held 39,313 shares of Dimensional US Small Cap ETF worth $2.8M as of Q1 2026.
Vantage Point Financial sold 1,465 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $108K.
Dimensional US Small Cap ETF made up 0.98% of Vantage Point Financial's portfolio in Q1 2026, its #24 holding.
Vantage Point Financial first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
Vantage Point Financial's Dimensional US Small Cap ETF position peaked at $2.99M in Q3 2025.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.