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Congress Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Congress 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
2025
Q2 		$624K Buy
9,791
+1
+0% +$60 0.01% 852
2025
Q1 		$586K Sell
9,790
-1,569
-14% -$101K 0.01% 771
2024
Q4 		$739K Buy
11,359
+2,133
+23% +$143K 0.01% 567
2024
Q3 		$598K Sell
9,226
-63
-0.7% -$3.94K 0.01% 602
2024
Q2 		$558K Hold
9,289
– – 0.01% 521
2024
Q1 		$579K Sell
9,289
-2,105
-18% -$125K 0.01% 438
2023
Q4 		$679K Buy
11,394
+1,845
+19% +$98.9K 0.01% 428
2023
Q3 		$501K Sell
9,549
-1,162
-11% -$64K 0.01% 459
2023
Q2 		$587K Buy
10,711
+14
+0.1% +$730 0.01% 399
2023
Q1 		$564K Buy
10,697
+272
+3% +$14.7K 0.01% 404
2022
Q4 		$533K Hold
10,425
– – 0.01% 398
2022
Q3 		$484K Hold
10,425
– – 0.01% 410
2022
Q2 		$501K Sell
10,425
-29,860
-74% -$1.55M 0.01% 409
2022
Q1 		$2.26M Buy
+40,285
New +$2.27M 0.05% 286

Other funds holding DFAS

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return