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

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

Bill Few Associates's DFAS Position: Q2 2026 in Review

Bill Few Associates reduced its Dimensional US Small Cap ETF (DFAS) stake by 3.1% in Q2 2026, selling an estimated $15.9K and leaving 6,368 shares worth $524K. The position accounts for 0.11% of the portfolio, ranked #128.

Bill Few Associates first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Bill Few Associates held 6,368 shares of Dimensional US Small Cap ETF worth $524K as of Q2 2026.
Bill Few Associates sold 205 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $15.9K.
Dimensional US Small Cap ETF made up 0.11% of Bill Few Associates's portfolio in Q2 2026, its #128 holding.
Bill Few Associates first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.