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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
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 $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
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
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
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's DFAS Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 11,488 shares worth $817K. The position accounts for 0.44% of the portfolio, ranked #28.

Chokshi & Queen Wealth Advisors first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 11,488 shares of Dimensional US Small Cap ETF worth $817K as of Q1 2026.
  • Chokshi & Queen Wealth Advisors left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional US Small Cap ETF made up 0.44% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #28 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.