180 Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

180 Wealth Advisors’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	$5.03M	Buy	61,038 +737	+1%	+$57.1K	0.5%	47
2026 Q1	$4.29M	Buy	60,301 +2,832	+5%	+$208K	0.49%	45
2025 Q4	$4M	Buy	57,469 +5,011	+10%	+$345K	0.46%	51
2025 Q3	$3.59M	Buy	52,458 +6,437	+14%	+$430K	0.44%	53
2025 Q2	$2.93M	Buy	46,021 +14,415	+46%	+$864K	0.41%	60
2025 Q1	$1.89M	Buy	31,606 +7,588	+32%	+$488K	0.3%	88
2024 Q4	$1.56M	Buy	24,018 +7,837	+48%	+$524K	0.24%	95
2024 Q3	$1.05M	Buy	16,181 +5,592	+53%	+$350K	0.17%	126
2024 Q2	$654K	Buy	10,589 +5,110	+93%	+$308K	0.11%	176
2024 Q1	$342K	Buy	+5,479	New	+$324K	0.06%	268

Other funds holding DFAS

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return