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

Bullock 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 Q2	$1.9M	Buy	23,175 +4,235	+22%	+$328K	0.82%	19
2026 Q1	$1.35M	Buy	18,940 +176	+0.9%	+$12.9K	0.68%	29
2025 Q4	$1.31M	Sell	18,764 -80	-0.4%	-$5.51K	0.64%	30
2025 Q3	$1.29M	Sell	18,844 -313	-2%	-$20.9K	0.64%	30
2025 Q2	$1.24M	Sell	19,157 -2,025	-10%	-$121K	0.66%	31
2025 Q1	$1.27M	Buy	21,182 +4,876	+30%	+$314K	0.71%	28
2024 Q4	$1.06M	Sell	16,306 -375	-2%	-$25.1K	0.62%	32
2024 Q3	$1.07M	Buy	16,681 +2,724	+20%	+$170K	0.64%	29
2024 Q2	$831K	Buy	13,957 +2,088	+18%	+$126K	0.54%	37
2024 Q1	$733K	Buy	+11,869	New	+$702K	0.49%	50

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

RFP

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bullock Wealth Management's DFAS Position: Q2 2026 in Review

Bullock Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 22% in Q2 2026, buying an estimated $328K and bringing the position to 23,175 shares worth $1.9M. The position accounts for 0.82% of the portfolio, ranked #19.

Bullock Wealth Management first reported a position in DFAS in Q1 2024 and has held it in 10 quarters since. 915 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Bullock Wealth Management held 23,175 shares of Dimensional US Small Cap ETF worth $1.9M as of Q2 2026.
Bullock Wealth Management bought 4,235 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $328K.
Dimensional US Small Cap ETF made up 0.82% of Bullock Wealth Management's portfolio in Q2 2026, its #19 holding.
Bullock Wealth Management first reported a position in Dimensional US Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
915 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.