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

Avidian Wealth Enterprises’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	$927K	Sell	11,253 -705	-6%	-$54.6K	0.03%	340
2026 Q1	$851K	Sell	11,958 -2,012	-14%	-$148K	0.03%	320
2025 Q4	$973K	Sell	13,970 -13,969	-50%	-$963K	0.04%	231
2025 Q3	$1.91M	Buy	27,939 +219	+0.8%	+$14.6K	0.07%	146
2025 Q2	$1.77M	Sell	27,720 -8,419	-23%	-$505K	0.07%	142
2025 Q1	$2.16M	Buy	36,139 +339	+0.9%	+$21.8K	0.1%	117
2024 Q4	$2.33M	Buy	35,800 +165	+0.5%	+$11K	0.1%	110
2024 Q3	$2.31M	Buy	35,635 +745	+2%	+$46.6K	0.1%	104
2024 Q2	$2.1M	Buy	34,890 +14,815	+74%	+$892K	0.09%	110
2024 Q1	$1.25M	Buy	+20,075	New	+$1.19M	0.06%	139

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

Avidian Wealth Enterprises's DFAS Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Dimensional US Small Cap ETF (DFAS) stake by 5.9% in Q2 2026, selling an estimated $54.6K and leaving 11,253 shares worth $927K. The position accounts for 0.03% of the portfolio, ranked #340.

Avidian Wealth Enterprises first reported a position in DFAS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.33M in Q4 2024. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Avidian Wealth Enterprises held 11,253 shares of Dimensional US Small Cap ETF worth $927K as of Q2 2026.
Avidian Wealth Enterprises sold 705 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $54.6K.
Dimensional US Small Cap ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #340 holding.
Avidian Wealth Enterprises first reported a position in Dimensional US Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
Avidian Wealth Enterprises's Dimensional US Small Cap ETF position peaked at $2.33M in Q4 2024.
908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.