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

Axis 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 Q1	$1.38M	Buy	19,398 +1,072	+6%	+$78.7K	0.73%	41
2025 Q4	$1.28M	Buy	18,326 +211	+1%	+$14.5K	0.71%	40
2025 Q3	$1.24M	Buy	18,115 +840	+5%	+$56.1K	0.73%	41
2025 Q2	$1.1M	Buy	17,275 +1,257	+8%	+$75.4K	0.72%	42
2025 Q1	$957K	Buy	16,018 +1,927	+14%	+$124K	0.71%	40
2024 Q4	$917K	Buy	+14,091	New	+$942K	0.77%	40

Other funds holding DFAS

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFA

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

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

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

Axis Wealth Partners's DFAS Position: Q1 2026 in Review

Axis Wealth Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 5.8% in Q1 2026, buying an estimated $78.7K and bringing the position to 19,398 shares worth $1.38M. The position accounts for 0.73% of the portfolio, ranked #41.

Axis Wealth Partners first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Axis Wealth Partners held 19,398 shares of Dimensional US Small Cap ETF worth $1.38M as of Q1 2026.
Axis Wealth Partners bought 1,072 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $78.7K.
Dimensional US Small Cap ETF made up 0.73% of Axis Wealth Partners's portfolio in Q1 2026, its #41 holding.
Axis Wealth Partners first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.