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

Dodds 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
2025 Q2	–	Sell	-13,002	Closed	-$777K	–	57
2025 Q1	$777K	Buy	13,002 +984	+8%	+$63.3K	0.25%	30
2024 Q4	$814K	Sell	12,018 -1,014	-8%	-$67.8K	0.26%	30
2024 Q3	$832K	Sell	13,032 -473	-4%	-$29.6K	0.28%	28
2024 Q2	$801K	Sell	13,505 -314	-2%	-$18.9K	0.31%	27
2024 Q1	$861K	Buy	13,819 +3,440	+33%	+$204K	0.35%	24
2023 Q4	$619K	Buy	+10,379	New	+$556K	0.32%	29

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

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

TWA

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Dodds Wealth's DFAS Position: Q2 2025 in Review

Dodds Wealth sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2025, closing a stake of 13,002 shares — an estimated $777K sold.

Dodds Wealth first reported a position in DFAS in Q4 2023 and held it in 6 quarters. The position peaked at $861K in Q1 2024. 769 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

Dodds Wealth reported no remaining Dimensional US Small Cap ETF position as of Q2 2025 after selling out during the quarter.
Dodds Wealth sold 13,002 Dimensional US Small Cap ETF shares in Q2 2025, an estimated $777K.
Dodds Wealth first reported a position in Dimensional US Small Cap ETF in Q4 2023 and held it in 6 quarters.
Dodds Wealth's Dimensional US Small Cap ETF position peaked at $861K in Q1 2024.
769 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2025.

Based on Dodds Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.