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

CogentBlue 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	$627K	Buy	+7,610	New	+$590K	0.36%	44

Other funds holding DFAS

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

Evanson Financial Mclean, Virginia $2.04B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

CogentBlue Wealth Advisors's DFAS Position: Q2 2026 in Review

CogentBlue Wealth Advisors opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 7,610 shares worth $627K. The stake represents 0.36% of the portfolio and ranks #44 among its holdings.

216 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

CogentBlue Wealth Advisors held 7,610 shares of Dimensional US Small Cap ETF worth $627K as of Q2 2026.
Dimensional US Small Cap ETF was a new CogentBlue Wealth Advisors position in Q2 2026.
Dimensional US Small Cap ETF made up 0.36% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #44 holding.
216 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.