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Drucker Wealth 3.0’s Dimensional US Small Cap ETF DFAS Stock Holding History

Drucker Wealth 3.0’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 		$3.07M Sell
37,228
-7,880
-17% -$610K 0.48% 48
2026
Q1 		$3.21M Sell
45,108
-1,974
-4% -$145K 0.56% 44
2025
Q4 		$3.28M Buy
47,082
+1,324
+3% +$91.3K 0.58% 42
2025
Q3 		$3.13M Buy
45,758
+3,191
+7% +$213K 0.56% 42
2025
Q2 		$2.8M Buy
42,567
+26,982
+173% +$1.62M 0.54% 41
2025
Q1 		$931K Buy
+15,585
New +$1M 0.2% 75

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

Drucker Wealth 3.0's DFAS Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Dimensional US Small Cap ETF (DFAS) stake by 17% in Q2 2026, selling an estimated $610K and leaving 37,228 shares worth $3.07M. The position accounts for 0.48% of the portfolio, ranked #48.

Drucker Wealth 3.0 first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.28M in Q4 2025. 180 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Drucker Wealth 3.0 held 37,228 shares of Dimensional US Small Cap ETF worth $3.07M as of Q2 2026.
  • Drucker Wealth 3.0 sold 7,880 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $610K.
  • Dimensional US Small Cap ETF made up 0.48% of Drucker Wealth 3.0's portfolio in Q2 2026, its #48 holding.
  • Drucker Wealth 3.0 first reported a position in Dimensional US Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Drucker Wealth 3.0's Dimensional US Small Cap ETF position peaked at $3.28M in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.