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Bartlett & Co Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Bartlett & Co Wealth Management’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
2025
Q2 		– Sell
-1,645
Closed -$98.3K – 1268
2025
Q1 		$98.3K Hold
1,645
– – ﹤0.01% 548
2024
Q4 		$107K Hold
1,645
– – ﹤0.01% 534
2024
Q3 		$107K Hold
1,645
– – ﹤0.01% 536
2024
Q2 		$98.8K Hold
1,645
– – ﹤0.01% 544
2024
Q1 		$103K Hold
1,645
– – ﹤0.01% 545
2023
Q4 		$99.3K Hold
1,645
– – ﹤0.01% 576
2023
Q3 		$86.3K Hold
1,645
– – ﹤0.01% 568
2023
Q2 		$90.1K Hold
1,645
– – ﹤0.01% 563
2023
Q1 		$86.7K Hold
1,645
– – ﹤0.01% 488
2022
Q4 		$84.1K Hold
1,645
– – ﹤0.01% 499
2022
Q3 		$76.5K Hold
1,645
– – ﹤0.01% 497
2022
Q2 		$79K Hold
1,645
– – ﹤0.01% 503
2022
Q1 		$92.2K Buy
+1,645
New +$92.6K ﹤0.01% 499
2021
Q4 		– Sell
-1,645
Closed -$94.6K – 509
2021
Q3 		$94.6K Hold
1,645
– – ﹤0.01% 420
2021
Q2 		$96.1K Buy
+1,645
New +$95.7K ﹤0.01% 416

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
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
IFA
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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Bartlett & Co Wealth Management's DFAS Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2025, closing a stake of 1,645 shares — an estimated $98.3K sold.

Bartlett & Co Wealth Management first reported a position in DFAS in Q2 2021 and held it in 15 quarters. The position peaked at $107K in Q4 2024. 769 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining Dimensional US Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,645 Dimensional US Small Cap ETF shares in Q2 2025, an estimated $98.3K.
  • Bartlett & Co Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 15 quarters.
  • Bartlett & Co Wealth Management's Dimensional US Small Cap ETF position peaked at $107K in Q4 2024.
  • 769 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.