Capstone Wealth Management (Alabama)’s Dimensional US Small Cap ETF DFAS Stock Holding History

Capstone Wealth Management (Alabama)’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	$3.09M	Sell	37,544 -118	-0.3%	-$9.14K	1.43%	14
2026 Q1	$2.68M	Sell	37,662 -255	-0.7%	-$18.7K	1.87%	13
2025 Q4	$2.64M	Hold	37,917	–	–	1.93%	13
2025 Q3	$2.6M	Sell	37,917 -36	-0.1%	-$2.4K	2%	13
2025 Q2	$2.42M	Buy	37,953 +27	+0.1%	+$1.62K	2.12%	11
2025 Q1	$2.27M	Sell	37,926 -15	-0%	-$965	2.26%	10
2024 Q4	$2.47M	Buy	+37,941	New	+$2.54M	2.41%	10

Other funds holding DFAS

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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

Capstone Wealth Management (Alabama)'s DFAS Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.31% in Q2 2026, selling an estimated $9.14K and leaving 37,544 shares worth $3.09M. The position accounts for 1.43% of the portfolio, ranked #14.

Capstone Wealth Management (Alabama) first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 483 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Capstone Wealth Management (Alabama) held 37,544 shares of Dimensional US Small Cap ETF worth $3.09M as of Q2 2026.
Capstone Wealth Management (Alabama) sold 118 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $9.14K.
Dimensional US Small Cap ETF made up 1.43% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #14 holding.
Capstone Wealth Management (Alabama) first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
483 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.