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

Atlas Wealth’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	$358K	Hold	5,036	–	–	0.11%	89
2025 Q4	$351K	Hold	5,036	–	–	0.11%	81
2025 Q3	$345K	Sell	5,036 -276	-5%	-$18.4K	0.11%	78
2025 Q2	$344K	Sell	5,312 -546	-9%	-$32.7K	0.13%	77
2025 Q1	$350K	Sell	5,858 -387	-6%	-$24.9K	0.14%	72
2024 Q4	$406K	Hold	6,245	–	–	0.15%	67
2024 Q3	$405K	Sell	6,245 -10,027	-62%	-$628K	0.17%	59
2024 Q2	$973K	Buy	16,272 +8,136	+100%	+$490K	0.11%	104
2024 Q1	$507K	Sell	8,136 -828	-9%	-$49K	0.25%	52
2023 Q4	$471K	Hold	8,964	–	–	0.26%	51
2023 Q3	$471K	Sell	8,964 -894	-9%	-$49.3K	0.09%	118
2023 Q2	$562K	Sell	9,858 -238	-2%	-$12.4K	0.1%	112
2023 Q1	$532K	Hold	10,096	–	–	0.1%	113
2022 Q4	$516K	Buy	+10,096	New	+$520K	0.14%	76

Other funds holding DFAS

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return