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

Bridge Generations 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	–	Sell	-1,015	Closed	-$70.7K	–	54
2025 Q4	$70.7K	Hold	1,015	–	–	0.04%	40
2025 Q3	$69.5K	Hold	1,015	–	–	0.05%	41
2025 Q2	$64.7K	Hold	1,015	–	–	0.04%	41
2025 Q1	$60.6K	Hold	1,015	–	–	0.04%	42
2024 Q4	$66K	Buy	+1,015	New	+$67.9K	0.04%	33

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Bridge Generations Wealth Management's DFAS Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2026, closing a stake of 1,015 shares — an estimated $70.7K sold.

Bridge Generations Wealth Management first reported a position in DFAS in Q4 2024 and held it in 5 quarters. The position peaked at $70.7K in Q4 2025. 888 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Bridge Generations Wealth Management reported no remaining Dimensional US Small Cap ETF position as of Q1 2026 after selling out during the quarter.
Bridge Generations Wealth Management sold 1,015 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $70.7K.
Bridge Generations Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2024 and held it in 5 quarters.
Bridge Generations Wealth Management's Dimensional US Small Cap ETF position peaked at $70.7K in Q4 2025.
888 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.