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

Destination 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
Q3 		– Sell
-4,259
Closed -$271K – 303
2025
Q2 		$271K Buy
+4,259
New +$255K 0.01% 221

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

Destination Wealth Management's DFAS Position: Q3 2025 in Review

Destination Wealth Management sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2025, closing a stake of 4,259 shares — an estimated $271K sold.

Destination Wealth Management first reported a position in DFAS in Q2 2025 and held it in 1 quarter. The position peaked at $271K in Q2 2025. 785 funds tracked by Wall St. Rank hold DFAS as of Q3 2025.

  • Destination Wealth Management reported no remaining Dimensional US Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Destination Wealth Management sold 4,259 Dimensional US Small Cap ETF shares in Q3 2025, an estimated $271K.
  • Destination Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2025 and held it in 1 quarter.
  • Destination Wealth Management's Dimensional US Small Cap ETF position peaked at $271K in Q2 2025.
  • 785 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2025.

Based on Destination Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.