Elwood & Goetz Wealth Advisory Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$671K	Sell	8,145 -259	-3%	-$20.1K	0.1%	70
2026 Q1	$598K	Hold	8,404	–	–	0.1%	63
2025 Q4	$586K	Sell	8,404 -797	-9%	-$54.9K	0.1%	58
2025 Q3	$630K	Sell	9,201 -58	-0.6%	-$3.87K	0.12%	56
2025 Q2	$590K	Buy	9,259 +797	+9%	+$47.8K	0.13%	47
2025 Q1	$506K	Hold	8,462	–	–	0.12%	51
2024 Q4	$551K	Hold	8,462	–	–	0.13%	45
2024 Q3	$549K	Buy	+8,462	New	+$530K	0.14%	47

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's DFAS Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Dimensional US Small Cap ETF (DFAS) stake by 3.1% in Q2 2026, selling an estimated $20.1K and leaving 8,145 shares worth $671K. The position accounts for 0.1% of the portfolio, ranked #70.

Elwood & Goetz Wealth Advisory Group first reported a position in DFAS in Q3 2024 and has held it in 8 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 8,145 shares of Dimensional US Small Cap ETF worth $671K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 259 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $20.1K.
Dimensional US Small Cap ETF made up 0.1% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #70 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Dimensional US Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.