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BSW Wealth Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

BSW Wealth Partners’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
2025
Q4 		– Sell
-3,282
Closed -$225K – 329
2025
Q3 		$225K Hold
3,282
– – 0.03% 298
2025
Q2 		$209K Buy
+3,282
New +$197K 0.03% 303
2025
Q1 		– Sell
-3,282
Closed -$214K – 315
2024
Q4 		$214K Hold
3,282
– – 0.03% 289
2024
Q3 		$213K Buy
+3,282
New +$205K 0.03% 282
2024
Q2 		– Sell
-3,282
Closed -$205K – 300
2024
Q1 		$205K Buy
+3,282
New +$194K 0.03% 282

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

BSW Wealth Partners's DFAS Position: Q4 2025 in Review

BSW Wealth Partners sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2025, closing a stake of 3,282 shares — an estimated $225K sold.

BSW Wealth Partners first reported a position in DFAS in Q1 2024 and held it in 5 quarters. The position peaked at $225K in Q3 2025. 870 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

  • BSW Wealth Partners reported no remaining Dimensional US Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 3,282 Dimensional US Small Cap ETF shares in Q4 2025, an estimated $225K.
  • BSW Wealth Partners first reported a position in Dimensional US Small Cap ETF in Q1 2024 and held it in 5 quarters.
  • BSW Wealth Partners's Dimensional US Small Cap ETF position peaked at $225K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on BSW Wealth Partners's 13F filing for Q4 2025, filed 23 Jan 2026.