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1900 Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

1900 Wealth Management’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 		$10.8M Sell
130,657
-987
-0.7% -$76.5K 0.6% 23
2026
Q1 		$9.36M Sell
131,644
-310
-0.2% -$22.8K 0.6% 21
2025
Q4 		$9.19M Sell
131,954
-155
-0.1% -$10.7K 0.59% 23
2025
Q3 		$9.04M Sell
132,109
-1,187
-0.9% -$79.2K 0.61% 21
2025
Q2 		$8.49M Sell
133,296
-1,375
-1% -$82.4K 0.64% 22
2025
Q1 		$8.05M Buy
134,671
+3,580
+3% +$230K 0.67% 20
2024
Q4 		$8.53M Sell
131,091
-3,248
-2% -$217K 0.72% 20
2024
Q3 		$8.71M Sell
134,339
-447
-0.3% -$28K 0.75% 20
2024
Q2 		$8.1M Sell
134,786
-5,650
-4% -$340K 0.76% 21
2024
Q1 		$8.75M Sell
140,436
-2,516
-2% -$149K 0.8% 25
2023
Q4 		$8.52M Buy
142,952
+4,382
+3% +$235K 0.78% 27
2023
Q3 		$7.27M Sell
138,570
-9,197
-6% -$507K 0.73% 31
2023
Q2 		$8.1M Sell
147,767
-5,637
-4% -$294K 0.83% 28
2023
Q1 		$7.94M Sell
153,404
-853
-0.6% -$46.2K 0.85% 28
2022
Q4 		$7.89M Sell
154,257
-3,945
-2% -$203K 0.86% 28
2022
Q3 		$7.36M Sell
158,202
-2,588
-2% -$132K 0.86% 29
2022
Q2 		$7.72M Sell
160,790
-5,583
-3% -$289K 0.84% 29
2022
Q1 		$9.33M Sell
166,373
-5,878
-3% -$331K 0.89% 28
2021
Q4 		$10.3M Sell
172,251
-1,359
-0.8% -$82.1K 0.93% 27
2021
Q3 		$9.98M Sell
173,610
-777
-0.4% -$44.8K 0.97% 24
2021
Q2 		$10.2M Buy
+174,387
New +$10.1M 0.97% 24

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

1900 Wealth Management's DFAS Position: Q2 2026 in Review

1900 Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.75% in Q2 2026, selling an estimated $76.5K and leaving 130,657 shares worth $10.8M. The position accounts for 0.6% of the portfolio, ranked #23.

1900 Wealth Management first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • 1900 Wealth Management held 130,657 shares of Dimensional US Small Cap ETF worth $10.8M as of Q2 2026.
  • 1900 Wealth Management sold 987 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $76.5K.
  • Dimensional US Small Cap ETF made up 0.6% of 1900 Wealth Management's portfolio in Q2 2026, its #23 holding.
  • 1900 Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.