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

Dopkins 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
Q2 		$3.37M Sell
40,946
-1,078
-3% -$83.5K 1.23% 20
2026
Q1 		$2.99M Sell
42,024
-2,213
-5% -$162K 1.2% 20
2025
Q4 		$3.08M Buy
44,237
+90
+0.2% +$6.2K 1.26% 19
2025
Q3 		$3.02M Buy
44,147
+90
+0.2% +$6.01K 1.28% 19
2025
Q2 		$2.81M Sell
44,057
-1,521
-3% -$91.2K 1.26% 18
2025
Q1 		$2.72M Sell
45,578
-1,677
-4% -$108K 1.38% 15
2024
Q4 		$3.08M Buy
47,255
+17,209
+57% +$1.15M 1.57% 14
2024
Q3 		$1.95M Sell
30,046
-21,820
-42% -$1.37M 1.57% 14
2024
Q2 		$3.12M Sell
51,866
-2,042
-4% -$123K 1.89% 13
2024
Q1 		$3.36M Sell
53,908
-2,134
-4% -$126K 2.02% 12
2023
Q4 		$3.34M Sell
56,042
-2,669
-5% -$143K 2.6% 12
2023
Q3 		$3.08M Buy
58,711
+335
+0.6% +$18.5K 2.33% 12
2023
Q2 		$3.2M Buy
58,376
+366
+0.6% +$19.1K 2.85% 12
2023
Q1 		$3.06M Buy
58,010
+18
+0% +$975 2.86% 12
2022
Q4 		$2.97M Buy
57,992
+448
+0.8% +$23.1K 2.61% 10
2022
Q3 		$2.68M Sell
57,544
-2,813
-5% -$144K 3% 7
2022
Q2 		$2.9M Buy
60,357
+2,011
+3% +$104K 3.13% 7
2022
Q1 		$3.27M Sell
58,346
-2,254
-4% -$127K 3.55% 6
2021
Q4 		$3.63M Buy
+60,600
New +$3.66M 3.59% 7

Other funds holding DFAS

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Dopkins Wealth Management's DFAS Position: Q2 2026 in Review

Dopkins Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.6% in Q2 2026, selling an estimated $83.5K and leaving 40,946 shares worth $3.37M. The position accounts for 1.23% of the portfolio, ranked #20.

Dopkins Wealth Management first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.63M in Q4 2021. 229 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Dopkins Wealth Management held 40,946 shares of Dimensional US Small Cap ETF worth $3.37M as of Q2 2026.
  • Dopkins Wealth Management sold 1,078 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $83.5K.
  • Dimensional US Small Cap ETF made up 1.23% of Dopkins Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Dopkins Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Dopkins Wealth Management's Dimensional US Small Cap ETF position peaked at $3.63M in Q4 2021.
  • 229 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.