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

Diversify 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
2026 Q1	$1.66M	Buy	+21,814	New	+$1.6M	0.03%	436

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Diversify Wealth Management's DFAS Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Dimensional US Small Cap ETF (DFAS) in Q1 2026: 21,814 shares worth $1.66M. The stake represents 0.03% of the portfolio and ranks #436 among its holdings.

879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Diversify Wealth Management held 21,814 shares of Dimensional US Small Cap ETF worth $1.66M as of Q1 2026.
Dimensional US Small Cap ETF was a new Diversify Wealth Management position in Q1 2026.
Dimensional US Small Cap ETF made up 0.03% of Diversify Wealth Management's portfolio in Q1 2026, its #436 holding.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.