DFAS — DFA TM US Small Cap ETF

Ownership history in Disciplined Equity Management, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Disciplined Equity Management, Inc. reported a position in DFA TM US Small Cap ETF (DFAS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
14.45% (2021 Q4)
Avg. % of fund
12.35%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 350,232 +8,029 +2.3% 12.64% $24.4M $69.67
2025 Q3 ADDED 342,203 +4,761 +1.4% 12.75% $23.4M $68.27
2025 Q2 ADDED 337,442 +55,346 +19.6% 12.62% $21.5M $63.36
2025 Q1 ADDED 282,096 +1,800 +0.6% 11.72% $16.9M $59.26
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAS price (monthly, adj. close)

Other funds also holding DFAS

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 24.8% Index Fund Advisors, Inc. 3Y 19.11% DIXON FNANCIAL SERVICES, INC. 3Y 17.35% Heritage Wealth Management, Inc./Texas 3Y 12.91% SENTINEL WEALTH MANAGEMENT, INC. 12.78% ACORN CREEK CAPITAL LLC 10.64% Stordahl Capital Management, Inc. 3Y 7Y 10.35% TCI Wealth Advisors, Inc. 3Y 7Y 9.82% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8.73% Mendota Financial Group, LLC 3Y 8.41%
← Back to Disciplined Equity Management, Inc. Holdings