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

Evermay 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
2025 Q1	–	Sell	-233	Closed	-$15.2K	–	586
2024 Q4	$15.2K	Hold	233	–	–	﹤0.01%	400
2024 Q3	$15.1K	Sell	233 -216	-48%	-$13.5K	﹤0.01%	415
2024 Q2	$27K	Sell	449 -15	-3%	-$903	﹤0.01%	390
2024 Q1	$28.9K	Hold	464	–	–	﹤0.01%	395
2023 Q4	$27.7K	Hold	464	–	–	0.01%	373
2023 Q3	$24.4K	Hold	464	–	–	0.01%	364
2023 Q2	$25.4K	Hold	464	–	–	﹤0.01%	363
2023 Q1	$24.5K	Hold	464	–	–	﹤0.01%	354
2022 Q4	$23.7K	Hold	464	–	–	﹤0.01%	355
2022 Q3	$22K	Hold	464	–	–	﹤0.01%	343
2022 Q2	$22K	Hold	464	–	–	﹤0.01%	338
2022 Q1	$26K	Hold	464	–	–	﹤0.01%	348
2021 Q4	$28K	Hold	464	–	–	0.01%	331
2021 Q3	$27K	Hold	464	–	–	0.01%	316
2021 Q2	$27K	Buy	+464	New	+$27K	0.01%	334

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

TWA

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Evermay Wealth Management's DFAS Position: Q1 2025 in Review

Evermay Wealth Management sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2025, closing a stake of 233 shares — an estimated $15.2K sold.

Evermay Wealth Management first reported a position in DFAS in Q2 2021 and held it in 15 quarters. The position peaked at $28.9K in Q1 2024. 753 funds tracked by Wall St. Rank hold DFAS as of Q1 2025.

Evermay Wealth Management reported no remaining Dimensional US Small Cap ETF position as of Q1 2025 after selling out during the quarter.
Evermay Wealth Management sold 233 Dimensional US Small Cap ETF shares in Q1 2025, an estimated $15.2K.
Evermay Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 15 quarters.
Evermay Wealth Management's Dimensional US Small Cap ETF position peaked at $28.9K in Q1 2024.
753 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.