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Boyce & Associates Wealth Consulting’s Dimensional US Small Cap ETF DFAS Stock Holding History

Boyce & Associates Wealth Consulting’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 		$519K Buy
6,297
+12
+0.2% +$930 0.36% 50
2026
Q1 		$447K Sell
6,285
-87
-1% -$6.38K 0.34% 53
2025
Q4 		$444K Sell
6,372
-29
-0.5% -$2K 0.37% 44
2025
Q3 		$438K Sell
6,401
-107
-2% -$7.14K 0.36% 46
2025
Q2 		$415K Sell
6,508
-595
-8% -$35.7K 0.38% 46
2025
Q1 		$424K Sell
7,103
-849
-11% -$54.6K 0.42% 43
2024
Q4 		$518K Sell
7,952
-91
-1% -$6.09K 0.52% 40
2024
Q3 		$522K Buy
8,043
+197
+3% +$12.3K 0.54% 37
2024
Q2 		$471K Buy
7,846
+110
+1% +$6.62K 0.55% 38
2024
Q1 		$482K Buy
7,736
+225
+3% +$13.3K 0.62% 29
2023
Q4 		$448K Buy
7,511
+20
+0.3% +$1.07K 0.65% 26
2023
Q3 		$393K Buy
7,491
+58
+0.8% +$3.19K 0.66% 28
2023
Q2 		$407K Buy
7,433
+794
+12% +$41.4K 0.68% 27
2023
Q1 		$341K Buy
6,639
+386
+6% +$20.9K 0.61% 31
2022
Q4 		$320K Sell
6,253
-66
-1% -$3.4K 0.61% 30
2022
Q3 		$294K Buy
6,319
+149
+2% +$7.61K 0.61% 31
2022
Q2 		$296K Buy
6,170
+179
+3% +$9.28K 0.54% 34
2022
Q1 		$336K Buy
+5,991
New +$337K 0.5% 39

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boyce & Associates Wealth Consulting's DFAS Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its Dimensional US Small Cap ETF (DFAS) stake by 0.19% in Q2 2026, buying an estimated $930 and bringing the position to 6,297 shares worth $519K. The position accounts for 0.36% of the portfolio, ranked #50.

Boyce & Associates Wealth Consulting first reported a position in DFAS in Q1 2022 and has held it in 18 quarters since. The position peaked at $522K in Q3 2024. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 6,297 shares of Dimensional US Small Cap ETF worth $519K as of Q2 2026.
  • Boyce & Associates Wealth Consulting bought 12 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $930.
  • Dimensional US Small Cap ETF made up 0.36% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #50 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Dimensional US Small Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Boyce & Associates Wealth Consulting's Dimensional US Small Cap ETF position peaked at $522K in Q3 2024.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.