DFAS — Dimensional U S Small Cap ETF

Ownership history in First Command Advisory Services, Inc.  ·  10 quarters on record

This page tracks every 13F SEC filing in which First Command Advisory Services, Inc. reported a position in Dimensional U S 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
0.67% (2025 Q2)
Avg. % of fund
0.59%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,130,069 -21,634 -1.9% 0.55% $78.7M $69.67
2025 Q3 REDUCED 1,151,703 -67,855 -5.6% 0.57% $78.8M $68.27
2025 Q2 ADDED 1,219,558 +69,113 +6.0% 0.67% $77.7M $63.36
2025 Q1 ADDED 1,150,445 +125,847 +12.3% 0.66% $68.7M $59.26
6 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% Disciplined Equity Management, Inc. 3Y 12.64% 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%
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