Stonebridge Financial Group, LLC/CA’s Dimensional US Small Cap ETF DFAS Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$371K	Buy	+4,510	New	+$349K	0.05%	207

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's DFAS Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 4,510 shares worth $371K. The stake represents 0.05% of the portfolio and ranks #207 among its holdings.

811 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 4,510 shares of Dimensional US Small Cap ETF worth $371K as of Q2 2026.
Dimensional US Small Cap ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Dimensional US Small Cap ETF made up 0.05% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #207 holding.
811 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.