VAG
DFAS icon

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

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

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. 912 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.
  • 912 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.