Bill Few Associates’s Dimensional US Small Cap ETF DFAS Stock Holding History

Bill Few Associates’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	$524K	Sell	6,368 -205	-3%	-$15.9K	0.11%	128
2026 Q1	$468K	Hold	6,573	–	–	0.11%	128
2025 Q4	$458K	Hold	6,573	–	–	0.11%	123
2025 Q3	$450K	Hold	6,573	–	–	0.12%	118
2025 Q2	$419K	Hold	6,573	–	–	0.12%	119
2025 Q1	$393K	Hold	6,573	–	–	0.14%	117
2024 Q4	$428K	Hold	6,573	–	–	0.15%	105
2024 Q3	$426K	Hold	6,573	–	–	0.15%	111
2024 Q2	$395K	Hold	6,573	–	–	0.15%	115
2024 Q1	$410K	Sell	6,573 -1,334	-17%	-$78.9K	0.17%	100
2023 Q4	$471K	Sell	7,907 -12	-0.2%	-$643	0.22%	85
2023 Q3	$416K	Buy	7,919 +298	+4%	+$16.4K	0.22%	84
2023 Q2	$418K	Hold	7,621	–	–	0.22%	82
2023 Q1	$402K	Buy	7,621 +1,048	+16%	+$56.7K	0.22%	81
2022 Q4	$336K	Hold	6,573	–	–	0.2%	92
2022 Q3	$305K	Hold	6,573	–	–	0.21%	89
2022 Q2	$316K	Hold	6,573	–	–	0.2%	87
2022 Q1	$368K	Hold	6,573	–	–	0.2%	89
2021 Q4	$394K	Buy	+6,573	New	+$397K	0.2%	82

Other funds holding DFAS

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return