VAG
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VisionPoint Advisory Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

VisionPoint Advisory 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 		– Sell
-10,995
Closed -$782K – 488
2026
Q1 		$782K Buy
+10,995
New +$807K 0.15% 158
2024
Q3 		– Sell
-22
Closed -$1.32K – 365
2024
Q2 		$1.32K Buy
+22
New +$1.32K ﹤0.01% 701

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

VisionPoint Advisory Group's DFAS Position: Q2 2026 in Review

VisionPoint Advisory Group sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2026, closing a stake of 10,995 shares — an estimated $782K sold.

VisionPoint Advisory Group first reported a position in DFAS in Q2 2024 and held it in 2 quarters. The position peaked at $782K in Q1 2026. 180 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • VisionPoint Advisory Group reported no remaining Dimensional US Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 10,995 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $782K.
  • VisionPoint Advisory Group first reported a position in Dimensional US Small Cap ETF in Q2 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's Dimensional US Small Cap ETF position peaked at $782K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.