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Chokshi & Queen Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Chokshi & Queen 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
Q2 		– Sell
-11,488
Closed -$817K – 63
2026
Q1 		$817K Hold
11,488
– – 0.44% 28
2025
Q4 		$800K Hold
11,488
– – 0.42% 28
2025
Q3 		$786K Hold
11,488
– – 0.42% 29
2025
Q2 		$732K Hold
11,488
– – 0.42% 29
2025
Q1 		$686K Hold
11,488
– – 0.42% 28
2024
Q4 		$748K Buy
+11,488
New +$768K 0.46% 21

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

Chokshi & Queen Wealth Advisors's DFAS Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2026, closing a stake of 11,488 shares — an estimated $817K sold.

Chokshi & Queen Wealth Advisors first reported a position in DFAS in Q4 2024 and held it in 6 quarters. The position peaked at $817K in Q1 2026. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Chokshi & Queen Wealth Advisors reported no remaining Dimensional US Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Chokshi & Queen Wealth Advisors sold 11,488 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $817K.
  • Chokshi & Queen Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2024 and held it in 6 quarters.
  • Chokshi & Queen Wealth Advisors's Dimensional US Small Cap ETF position peaked at $817K in Q1 2026.
  • 912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.