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DiNuzzo Private Wealth’s Dimensional US Small Cap ETF DFAS Stock Holding History

DiNuzzo Private Wealth’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 		$59.2M Sell
719,169
-16,377
-2% -$1.27M 5.86% 5
2026
Q1 		$52.3M Buy
735,546
+154
+0% +$11.3K 5.64% 5
2025
Q4 		$51.2M Sell
735,392
-4,140
-0.6% -$285K 5.57% 5
2025
Q3 		$50.5M Buy
739,532
+9,085
+1% +$606K 5.73% 5
2025
Q2 		$46.5M Buy
730,447
+26,038
+4% +$1.56M 5.52% 6
2025
Q1 		$42.1M Sell
704,409
-46
-0% -$2.96K 5.3% 7
2024
Q4 		$45.8M Sell
704,455
-15,838
-2% -$1.06M 5.8% 5
2024
Q3 		$46.7M Sell
720,293
-4,200
-0.6% -$263K 5.76% 5
2024
Q2 		$43.5M Buy
724,493
+713
+0.1% +$42.9K 5.88% 5
2024
Q1 		$45.1M Buy
723,780
+430
+0.1% +$25.4K 6.09% 5
2023
Q4 		$43.1M Buy
+723,350
New +$38.8M 6.12% 5

Other funds holding DFAS

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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

DiNuzzo Private Wealth's DFAS Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.2% in Q2 2026, selling an estimated $1.27M and leaving 719,169 shares worth $59.2M. The position accounts for 5.86% of the portfolio, ranked #5.

DiNuzzo Private Wealth first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 403 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • DiNuzzo Private Wealth held 719,169 shares of Dimensional US Small Cap ETF worth $59.2M as of Q2 2026.
  • DiNuzzo Private Wealth sold 16,377 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.27M.
  • Dimensional US Small Cap ETF made up 5.86% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #5 holding.
  • DiNuzzo Private Wealth first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 403 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.