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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

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Congress Wealth Management's DFAS Position: Q2 2025 in Review

Congress Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 0.01% in Q2 2025, buying an estimated $60 and bringing the position to 9,791 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #852.

Congress Wealth Management first reported a position in DFAS in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.26M in Q1 2022. 771 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

  • Congress Wealth Management held 9,791 shares of Dimensional US Small Cap ETF worth $624K as of Q2 2025.
  • Congress Wealth Management bought 1 Dimensional US Small Cap ETF share in Q2 2025, an estimated $60.
  • Dimensional US Small Cap ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #852 holding.
  • Congress Wealth Management first reported a position in Dimensional US Small Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • Congress Wealth Management's Dimensional US Small Cap ETF position peaked at $2.26M in Q1 2022.
  • 771 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.