DFC
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DBK Financial Counsel’s Dimensional US Small Cap ETF DFAS Stock Holding History

DBK Financial Counsel’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 		$5.15M Sell
62,489
-4,684
-7% -$363K 4.32% 6
2026
Q1 		$4.78M Buy
67,173
+2,616
+4% +$192K 3.62% 8
2025
Q4 		$4.5M Buy
64,557
+5,265
+9% +$363K 3.45% 9
2025
Q3 		$4.06M Buy
59,292
+2,078
+4% +$139K 3.41% 10
2025
Q2 		$3.65M Buy
57,214
+1,502
+3% +$90K 3.3% 9
2025
Q1 		$3.33M Buy
55,712
+2,099
+4% +$135K 3.34% 10
2024
Q4 		$3.49M Buy
53,613
+1,911
+4% +$128K 3.52% 7
2024
Q3 		$3.35M Buy
51,702
+1,918
+4% +$120K 3.39% 9
2024
Q2 		$2.99M Buy
49,784
+5,159
+12% +$310K 3.26% 10
2024
Q1 		$2.78M Buy
44,625
+5,820
+15% +$344K 2.92% 10
2023
Q4 		$2.31M Buy
38,805
+11,985
+45% +$642K 2.66% 13
2023
Q3 		$1.41M Buy
26,820
+6,150
+30% +$339K 1.85% 17
2023
Q2 		$1.13M Buy
20,670
+990
+5% +$51.6K 1.52% 19
2023
Q1 		$1.04M Buy
19,680
+3,190
+19% +$173K 1.44% 21
2022
Q4 		$843K Sell
16,490
-800
-5% -$41.2K 1.34% 22
2022
Q3 		$804K Buy
+17,290
New +$883K 1.39% 19

Other funds holding DFAS

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WTB
Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return

DBK Financial Counsel's DFAS Position: Q2 2026 in Review

DBK Financial Counsel reduced its Dimensional US Small Cap ETF (DFAS) stake by 7% in Q2 2026, selling an estimated $363K and leaving 62,489 shares worth $5.15M. The position accounts for 4.32% of the portfolio, ranked #6.

DBK Financial Counsel first reported a position in DFAS in Q3 2022 and has held it in 16 quarters since. 638 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • DBK Financial Counsel held 62,489 shares of Dimensional US Small Cap ETF worth $5.15M as of Q2 2026.
  • DBK Financial Counsel sold 4,684 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $363K.
  • Dimensional US Small Cap ETF made up 4.32% of DBK Financial Counsel's portfolio in Q2 2026, its #6 holding.
  • DBK Financial Counsel first reported a position in Dimensional US Small Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 638 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.