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

Accretive 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
Q2 		$522K Hold
6,343
– – 0.13% 122
2026
Q1 		$451K Hold
6,343
– – 0.13% 127
2025
Q4 		$442K Hold
6,343
– – 0.13% 115
2025
Q3 		$434K Hold
6,343
– – 0.13% 114
2025
Q2 		$404K Sell
6,343
-1,116
-15% -$66.9K 0.13% 115
2025
Q1 		$440K Buy
7,459
+1,014
+16% +$65.2K 0.16% 109
2024
Q4 		$419K Hold
6,445
– – 0.18% 106
2024
Q3 		$418K Hold
6,445
– – 0.17% 108
2024
Q2 		$387K Hold
6,445
– – 0.16% 110
2024
Q1 		$387K Hold
6,445
– – 0.17% 112
2023
Q4 		$384K Sell
6,445
-90
-1% -$4.82K 0.18% 110
2023
Q3 		$343K Sell
6,535
-88
-1% -$4.85K 0.2% 101
2023
Q2 		$363K Buy
6,623
+300
+5% +$15.7K 0.22% 97
2023
Q1 		$333K Hold
6,323
– – 0.21% 101
2022
Q4 		$323K Buy
+6,323
New +$326K 0.22% 98

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

Accretive Wealth Partners's DFAS Position: Q2 2026 in Review

Accretive Wealth Partners held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 6,343 shares worth $522K. The position accounts for 0.13% of the portfolio, ranked #122.

Accretive Wealth Partners first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Accretive Wealth Partners held 6,343 shares of Dimensional US Small Cap ETF worth $522K as of Q2 2026.
  • Accretive Wealth Partners left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.13% of Accretive Wealth Partners's portfolio in Q2 2026, its #122 holding.
  • Accretive Wealth Partners first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.