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CWS Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

CWS Financial 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 		$966K Buy
13,582
+16
+0.1% +$1.17K 0.25% 58
2025
Q4 		$945K Buy
13,566
+514
+4% +$35.4K 0.26% 54
2025
Q3 		$894K Buy
13,052
+1,666
+15% +$111K 0.25% 53
2025
Q2 		$725K Buy
11,386
+1,264
+12% +$75.8K 0.21% 58
2025
Q1 		$605K Buy
10,122
+441
+5% +$28.4K 0.19% 61
2024
Q4 		$630K Buy
9,681
+2,000
+26% +$134K 0.2% 53
2024
Q3 		$498K Buy
+7,681
New +$481K 0.18% 64

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

CWS Financial Advisors's DFAS Position: Q1 2026 in Review

CWS Financial Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 0.12% in Q1 2026, buying an estimated $1.17K and bringing the position to 13,582 shares worth $966K. The position accounts for 0.25% of the portfolio, ranked #58.

CWS Financial Advisors first reported a position in DFAS in Q3 2024 and has held it in 7 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • CWS Financial Advisors held 13,582 shares of Dimensional US Small Cap ETF worth $966K as of Q1 2026.
  • CWS Financial Advisors bought 16 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $1.17K.
  • Dimensional US Small Cap ETF made up 0.25% of CWS Financial Advisors's portfolio in Q1 2026, its #58 holding.
  • CWS Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.