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B&D White Capital Company’s Dimensional US Small Cap ETF DFAS Stock Holding History

B&D White Capital Company’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 		$15.3M Sell
185,231
-1,081
-0.6% -$83.7K 1.52% 21
2026
Q1 		$13.3M Buy
186,312
+29,927
+19% +$2.2M 1.64% 19
2025
Q4 		$10.9M Buy
156,385
+5,969
+4% +$411K 1.26% 22
2025
Q3 		$10.3M Hold
150,416
– – 1.32% 20
2025
Q2 		$9.58M Buy
+150,416
New +$9.02M 1.46% 21

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

B&D White Capital Company's DFAS Position: Q2 2026 in Review

B&D White Capital Company reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.58% in Q2 2026, selling an estimated $83.7K and leaving 185,231 shares worth $15.3M. The position accounts for 1.52% of the portfolio, ranked #21.

B&D White Capital Company first reported a position in DFAS in Q2 2025 and has held it in 5 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • B&D White Capital Company held 185,231 shares of Dimensional US Small Cap ETF worth $15.3M as of Q2 2026.
  • B&D White Capital Company sold 1,081 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $83.7K.
  • Dimensional US Small Cap ETF made up 1.52% of B&D White Capital Company's portfolio in Q2 2026, its #21 holding.
  • B&D White Capital Company first reported a position in Dimensional US Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.