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

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

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 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

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

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. 912 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.
912 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.