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

Empirical 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	$26.1M	Buy	317,417 +74	+0%	+$5.73K	0.38%	49
2026 Q1	$22.6M	Sell	317,343 -6,357	-2%	-$467K	0.39%	44
2025 Q4	$22.6M	Buy	323,700 +1,425	+0.4%	+$98.2K	0.4%	43
2025 Q3	$22.1M	Buy	322,275 +4,578	+1%	+$306K	0.44%	41
2025 Q2	$20.2M	Buy	317,697 +18,282	+6%	+$1.1M	0.46%	40
2025 Q1	$17.9M	Sell	299,415 -8,262	-3%	-$531K	0.46%	39
2024 Q4	$20M	Buy	307,677 +4,648	+2%	+$311K	0.54%	33
2024 Q3	$19.7M	Buy	303,029 +872	+0.3%	+$54.6K	0.55%	33
2024 Q2	$18.2M	Buy	302,157 +1,933	+0.6%	+$116K	0.54%	35
2024 Q1	$18.7M	Buy	300,224 +268	+0.1%	+$15.9K	0.56%	31
2023 Q4	$17.9M	Sell	299,956 -778	-0.3%	-$41.7K	0.59%	31
2023 Q3	$15.8M	Buy	300,734 +1,647	+0.6%	+$90.7K	0.62%	29
2023 Q2	$16.4M	Buy	299,087 +9,106	+3%	+$475K	0.66%	29
2023 Q1	$15.3M	Buy	289,981 +15,543	+6%	+$842K	0.66%	30
2022 Q4	$14M	Sell	274,438 -1,301	-0.5%	-$67K	0.66%	31
2022 Q3	$12.8M	Buy	275,739 +1,689	+0.6%	+$86.3K	0.67%	29
2022 Q2	$13.2M	Sell	274,050 -9,943	-4%	-$516K	0.69%	27
2022 Q1	$15.9M	Buy	283,993 +7,050	+3%	+$397K	0.79%	25
2021 Q4	$16.6M	Buy	276,943 +7,094	+3%	+$428K	0.83%	25
2021 Q3	$15.5M	Buy	269,849 +5,743	+2%	+$331K	0.88%	23
2021 Q2	$15.4M	Buy	+264,106	New	+$15.4M	0.93%	23

Other funds holding DFAS

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

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

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

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

Empirical Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 0.02% in Q2 2026, buying an estimated $5.73K and bringing the position to 317,417 shares worth $26.1M. The position accounts for 0.38% of the portfolio, ranked #49.

Empirical Wealth Management first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 451 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Empirical Wealth Management held 317,417 shares of Dimensional US Small Cap ETF worth $26.1M as of Q2 2026.
Empirical Wealth Management bought 74 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $5.73K.
Dimensional US Small Cap ETF made up 0.38% of Empirical Wealth Management's portfolio in Q2 2026, its #49 holding.
Empirical Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
451 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.