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

Acorn 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	$434K	Sell	5,269 -19	-0.4%	-$1.47K	0.11%	175
2026 Q1	$376K	Buy	5,288 +188	+4%	+$13.8K	0.11%	171
2025 Q4	$355K	Buy	5,100 +460	+10%	+$31.7K	0.11%	177
2025 Q3	$318K	Sell	4,640 -1,160	-20%	-$77.4K	0.1%	199
2025 Q2	$370K	Sell	5,800 -2,126	-27%	-$127K	0.14%	149
2025 Q1	$474K	Buy	7,926 +198	+3%	+$12.7K	0.2%	115
2024 Q4	$503K	Buy	7,728 +618	+9%	+$41.3K	0.21%	102
2024 Q3	$461K	Buy	7,110 +1,220	+21%	+$76.4K	0.2%	101
2024 Q2	$354K	Buy	5,890 +846	+17%	+$50.9K	0.17%	120
2024 Q1	$314K	Buy	5,044 +572	+13%	+$33.8K	0.16%	134
2023 Q4	$267K	Buy	+4,472	New	+$240K	0.16%	147

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorn Wealth Advisors's DFAS Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.36% in Q2 2026, selling an estimated $1.47K and leaving 5,269 shares worth $434K. The position accounts for 0.11% of the portfolio, ranked #175.

Acorn Wealth Advisors first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. The position peaked at $503K in Q4 2024. 907 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Acorn Wealth Advisors held 5,269 shares of Dimensional US Small Cap ETF worth $434K as of Q2 2026.
Acorn Wealth Advisors sold 19 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.47K.
Dimensional US Small Cap ETF made up 0.11% of Acorn Wealth Advisors's portfolio in Q2 2026, its #175 holding.
Acorn Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
Acorn Wealth Advisors's Dimensional US Small Cap ETF position peaked at $503K in Q4 2024.
907 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.