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Cassaday & Co Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Cassaday & Co 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 		$72K Sell
874
-555
-39% -$43K ﹤0.01% 550
2026
Q1 		$102K Buy
+1,429
New +$105K ﹤0.01% 461

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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cassaday & Co Wealth Management's DFAS Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 39% in Q2 2026, selling an estimated $43K and leaving 874 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Cassaday & Co Wealth Management first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. The position peaked at $102K in Q1 2026. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Cassaday & Co Wealth Management held 874 shares of Dimensional US Small Cap ETF worth $72K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 555 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $43K.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #550 holding.
  • Cassaday & Co Wealth Management first reported a position in Dimensional US Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Dimensional US Small Cap ETF position peaked at $102K in Q1 2026.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.