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Discipline Wealth Solutions’s Dimensional US Small Cap ETF DFAS Stock Holding History

Discipline Wealth Solutions’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 		$11.1M Buy
134,696
+21,129
+19% +$1.64M 0.97% 30
2026
Q1 		$8.08M Buy
113,567
+20,917
+23% +$1.54M 0.85% 30
2025
Q4 		$6.45M Buy
92,650
+8,115
+10% +$559K 1.2% 21
2025
Q3 		$5.79M Buy
84,535
+13,929
+20% +$930K 1.53% 14
2025
Q2 		$4.5M Buy
70,606
+8,401
+14% +$504K 1.72% 11
2025
Q1 		$3.72M Sell
62,205
-5,387
-8% -$346K 1.77% 11
2024
Q4 		$4.4M Buy
67,592
+7,877
+13% +$527K 2.04% 10
2024
Q3 		$3.87M Buy
59,715
+7,997
+15% +$501K 2.04% 10
2024
Q2 		$3.11M Buy
51,718
+8,407
+19% +$506K 2.45% 9
2024
Q1 		$2.67M Buy
43,311
+4,241
+11% +$251K 2.48% 9
2023
Q4 		$2.27M Buy
+39,070
New +$2.09M 2.27% 9

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Discipline Wealth Solutions's DFAS Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Dimensional US Small Cap ETF (DFAS) stake by 19% in Q2 2026, buying an estimated $1.64M and bringing the position to 134,696 shares worth $11.1M. The position accounts for 0.97% of the portfolio, ranked #30.

Discipline Wealth Solutions first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Discipline Wealth Solutions held 134,696 shares of Dimensional US Small Cap ETF worth $11.1M as of Q2 2026.
  • Discipline Wealth Solutions bought 21,129 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.64M.
  • Dimensional US Small Cap ETF made up 0.97% of Discipline Wealth Solutions's portfolio in Q2 2026, its #30 holding.
  • Discipline Wealth Solutions first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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