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Abacus Wealth Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Abacus Wealth Partners’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
Q1 		$891K Buy
12,529
+4,114
+49% +$302K 0.08% 113
2025
Q4 		$586K Sell
8,415
-1,177
-12% -$81.1K 0.06% 187
2025
Q3 		$657K Hold
9,592
– – 0.09% 46
2025
Q2 		$611K Hold
9,592
– – 0.09% 50
2025
Q1 		$573K Sell
9,592
-701
-7% -$45.1K 0.09% 39
2024
Q4 		$670K Sell
10,293
-4,144
-29% -$277K 0.1% 38
2024
Q3 		$936K Hold
14,437
– – 0.14% 32
2024
Q2 		$867K Buy
14,437
+1,736
+14% +$104K 0.14% 32
2024
Q1 		$792K Sell
12,701
-524
-4% -$31K 0.13% 34
2023
Q4 		$788K Sell
13,225
-197
-1% -$10.6K 0.13% 30
2023
Q3 		$705K Hold
13,422
– – 0.22% 31
2023
Q2 		$736K Hold
13,422
– – 0.22% 27
2023
Q1 		$684K Sell
13,422
-481
-3% -$26K 0.23% 29
2022
Q4 		$711K Sell
13,903
-5,342
-28% -$275K 0.25% 27
2022
Q3 		$895K Sell
19,245
-452
-2% -$23.1K 0.47% 20
2022
Q2 		$945K Sell
19,697
-779
-4% -$40.4K 0.49% 18
2022
Q1 		$1.15M Sell
20,476
-21,437
-51% -$1.21M 0.51% 20
2021
Q4 		$2.51M Sell
41,913
-593
-1% -$35.8K 0.89% 17
2021
Q3 		$2.44M Sell
42,506
-349
-0.8% -$20.1K 0.9% 16
2021
Q2 		$2.5M Buy
+42,855
New +$2.49M 0.98% 15

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Abacus Wealth Partners's DFAS Position: Q1 2026 in Review

Abacus Wealth Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 49% in Q1 2026, buying an estimated $302K and bringing the position to 12,529 shares worth $891K. The position accounts for 0.08% of the portfolio, ranked #113.

Abacus Wealth Partners first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.51M in Q4 2021. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Abacus Wealth Partners held 12,529 shares of Dimensional US Small Cap ETF worth $891K as of Q1 2026.
  • Abacus Wealth Partners bought 4,114 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $302K.
  • Dimensional US Small Cap ETF made up 0.08% of Abacus Wealth Partners's portfolio in Q1 2026, its #113 holding.
  • Abacus Wealth Partners first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Abacus Wealth Partners's Dimensional US Small Cap ETF position peaked at $2.51M in Q4 2021.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.