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

Arbor 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	$392K	Hold	4,765	–	–	0.24%	48
2026 Q1	$339K	Hold	4,765	–	–	0.24%	47
2025 Q4	$332K	Hold	4,765	–	–	0.24%	48
2025 Q3	$326K	Hold	4,765	–	–	0.24%	47
2025 Q2	$304K	Hold	4,765	–	–	0.25%	46
2025 Q1	$285K	Hold	4,765	–	–	0.25%	45
2024 Q4	$310K	Hold	4,765	–	–	0.28%	45
2024 Q3	$309K	Hold	4,765	–	–	0.28%	40
2024 Q2	$286K	Hold	4,765	–	–	0.28%	41
2024 Q1	$297K	Hold	4,765	–	–	0.28%	40
2023 Q4	$284K	Buy	+4,765	New	+$255K	0.29%	39

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

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

Arbor Wealth Advisors held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 4,765 shares worth $392K. The position accounts for 0.24% of the portfolio, ranked #48.

Arbor Wealth Advisors first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Arbor Wealth Advisors held 4,765 shares of Dimensional US Small Cap ETF worth $392K as of Q2 2026.
Arbor Wealth Advisors left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
Dimensional US Small Cap ETF made up 0.24% of Arbor Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Arbor Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.