Cascade Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Cascade Wealth Advisors’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	$8.26M	Buy	105,961 +7,566	+8%	+$555K	3.62%	13
2025 Q4	$7.26M	Sell	98,395 -1,763	-2%	-$122K	3.35%	12
2025 Q3	$6.83M	Buy	100,158 +17,576	+21%	+$1.17M	3.37%	11
2025 Q2	$5.32M	Sell	82,582 -5,648	-6%	-$339K	3.01%	14
2025 Q1	$4.91M	Sell	88,230 -49,077	-36%	-$3.16M	3.4%	11
2024 Q4	$8.94M	Sell	137,307 -1,405	-1%	-$94K	6.05%	5
2024 Q3	$9M	Sell	138,712 -2,503	-2%	-$157K	6.43%	5
2024 Q2	$9.04M	Buy	141,215 +6,211	+5%	+$374K	6.69%	3
2024 Q1	$7.96M	Buy	+135,004	New	+$7.99M	6.77%	4

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Cascade Wealth Advisors's DFAS Position: Q1 2026 in Review

Cascade Wealth Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 7.7% in Q1 2026, buying an estimated $555K and bringing the position to 105,961 shares worth $8.26M. The position accounts for 3.62% of the portfolio, ranked #13.

Cascade Wealth Advisors first reported a position in DFAS in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.04M in Q2 2024. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Cascade Wealth Advisors held 105,961 shares of Dimensional US Small Cap ETF worth $8.26M as of Q1 2026.
Cascade Wealth Advisors bought 7,566 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $555K.
Dimensional US Small Cap ETF made up 3.62% of Cascade Wealth Advisors's portfolio in Q1 2026, its #13 holding.
Cascade Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Wealth Advisors's Dimensional US Small Cap ETF position peaked at $9.04M in Q2 2024.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.