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XY Planning Network’s Dimensional US Small Cap ETF DFAS Stock Holding History

XY Planning Network’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 		$2.19M Buy
26,636
+10,058
+61% +$779K 0.28% 83
2026
Q1 		$1.19M Buy
16,578
+101
+0.6% +$7.41K 0.19% 117
2025
Q4 		$1.15M Buy
16,477
+10,779
+189% +$743K 0.2% 114
2025
Q3 		$363K Hold
5,698
– – 0.12% 127
2025
Q2 		$363K Buy
5,698
+1,847
+48% +$111K 0.12% 127
2025
Q1 		$230K Buy
3,851
+32
+0.8% +$2.06K 0.15% 96
2024
Q4 		$249K Buy
+3,819
New +$255K 0.19% 84

Other funds holding DFAS

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
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

XY Planning Network's DFAS Position: Q2 2026 in Review

XY Planning Network increased its Dimensional US Small Cap ETF (DFAS) stake by 61% in Q2 2026, buying an estimated $779K and bringing the position to 26,636 shares worth $2.19M. The position accounts for 0.28% of the portfolio, ranked #83.

XY Planning Network first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • XY Planning Network held 26,636 shares of Dimensional US Small Cap ETF worth $2.19M as of Q2 2026.
  • XY Planning Network bought 10,058 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $779K.
  • Dimensional US Small Cap ETF made up 0.28% of XY Planning Network's portfolio in Q2 2026, its #83 holding.
  • XY Planning Network first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 324 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.