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Birchcreek Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Birchcreek 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
2026
Q1 		$5.38M Buy
75,608
+789
+1% +$57.9K 2.59% 7
2025
Q4 		$5.21M Buy
74,819
+7,827
+12% +$540K 2.56% 7
2025
Q3 		$4.59M Buy
66,992
+6,800
+11% +$454K 2.37% 9
2025
Q2 		$3.83M Buy
60,192
+7,293
+14% +$437K 2.17% 10
2025
Q1 		$3.16M Buy
52,899
+9,501
+22% +$611K 1.99% 10
2024
Q4 		$2.82M Buy
43,398
+12,712
+41% +$850K 1.77% 13
2024
Q3 		$1.99M Buy
30,686
+25,627
+507% +$1.6M 1.3% 15
2024
Q2 		$304K Sell
5,059
-6,195
-55% -$373K 0.17% 112
2024
Q1 		$702K Sell
11,254
-123
-1% -$7.28K 0.37% 62
2023
Q4 		$678K Sell
11,377
-445
-4% -$23.8K 0.41% 60
2023
Q3 		$621K Buy
11,822
+6,011
+103% +$331K 0.42% 58
2023
Q2 		$318K Buy
+5,811
New +$303K 0.22% 104

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
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
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
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Birchcreek Wealth Management's DFAS Position: Q1 2026 in Review

Birchcreek Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 1.1% in Q1 2026, buying an estimated $57.9K and bringing the position to 75,608 shares worth $5.38M. The position accounts for 2.59% of the portfolio, ranked #7.

Birchcreek Wealth Management first reported a position in DFAS in Q2 2023 and has held it in 12 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Birchcreek Wealth Management held 75,608 shares of Dimensional US Small Cap ETF worth $5.38M as of Q1 2026.
  • Birchcreek Wealth Management bought 789 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $57.9K.
  • Dimensional US Small Cap ETF made up 2.59% of Birchcreek Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Birchcreek Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.