Cyndeo Wealth Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Cyndeo Wealth Partners’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	$473K	Sell	5,744 -17	-0.3%	-$1.32K	0.02%	360
2026 Q1	$410K	Sell	5,761 -379	-6%	-$27.8K	0.02%	355
2025 Q4	$428K	Buy	6,140 +897	+17%	+$61.8K	0.02%	341
2025 Q3	$359K	Buy	5,243 +14	+0.3%	+$934	0.02%	360
2025 Q2	$333K	Buy	5,229 +109	+2%	+$6.53K	0.02%	367
2025 Q1	$306K	Sell	5,120 -512	-9%	-$32.9K	0.02%	364
2024 Q4	$367K	Buy	5,632 +17	+0.3%	+$1.14K	0.02%	343
2024 Q3	$364K	Buy	+5,615	New	+$351K	0.03%	341

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cyndeo Wealth Partners's DFAS Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.3% in Q2 2026, selling an estimated $1.32K and leaving 5,744 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #360.

Cyndeo Wealth Partners first reported a position in DFAS in Q3 2024 and has held it in 8 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Cyndeo Wealth Partners held 5,744 shares of Dimensional US Small Cap ETF worth $473K as of Q2 2026.
Cyndeo Wealth Partners sold 17 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.32K.
Dimensional US Small Cap ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #360 holding.
Cyndeo Wealth Partners first reported a position in Dimensional US Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.