BFG
DFAS icon

Bouchey Financial Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Bouchey Financial Group’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 		$487K Sell
5,916
-27
-0.5% -$2.09K 0.03% 105
2026
Q1 		$444K Sell
5,943
-65,911
-92% -$4.84M 0.03% 102
2025
Q4 		$5.01M Sell
71,854
-327,543
-82% -$22.6M 0.38% 30
2025
Q3 		$27.3M Buy
399,397
+5,388
+1% +$360K 2.11% 13
2025
Q2 		$25.1M Buy
394,009
+3,237
+0.8% +$194K 2.09% 15
2025
Q1 		$23.3M Buy
390,772
+12,581
+3% +$809K 2.11% 14
2024
Q4 		$24.6M Buy
378,191
+1,415
+0.4% +$94.6K 2.15% 14
2024
Q3 		$24.4M Buy
376,776
+7,816
+2% +$489K 2.18% 13
2024
Q2 		$22.2M Sell
368,960
-65,686
-15% -$3.95M 2.11% 13
2024
Q1 		$27.1M Buy
434,646
+17,073
+4% +$1.01M 2.67% 12
2023
Q4 		$24.9M Sell
417,573
-219,632
-34% -$11.8M 2.67% 10
2023
Q3 		$33.4M Buy
637,205
+49,473
+8% +$2.73M 4.1% 6
2023
Q2 		$32.2M Buy
587,732
+32,596
+6% +$1.7M 3.9% 8
2023
Q1 		$29.3M Buy
555,136
+11,669
+2% +$632K 3.86% 8
2022
Q4 		$27.8M Buy
543,467
+36,174
+7% +$1.86M 4% 8
2022
Q3 		$23.6M Buy
507,293
+19,632
+4% +$1M 3.45% 9
2022
Q2 		$23.4M Buy
487,661
+23,160
+5% +$1.2M 3.75% 9
2022
Q1 		$26M Buy
464,501
+289,764
+166% +$16.3M 3.49% 8
2021
Q4 		$10.5M Buy
+174,737
New +$10.6M 1.41% 20

Other funds holding DFAS

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Bouchey Financial Group's DFAS Position: Q2 2026 in Review

Bouchey Financial Group reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.45% in Q2 2026, selling an estimated $2.09K and leaving 5,916 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #105.

Bouchey Financial Group first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.4M in Q3 2023. 360 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Bouchey Financial Group held 5,916 shares of Dimensional US Small Cap ETF worth $487K as of Q2 2026.
  • Bouchey Financial Group sold 27 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $2.09K.
  • Dimensional US Small Cap ETF made up 0.03% of Bouchey Financial Group's portfolio in Q2 2026, its #105 holding.
  • Bouchey Financial Group first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Bouchey Financial Group's Dimensional US Small Cap ETF position peaked at $33.4M in Q3 2023.
  • 360 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.