EWA
DFAS icon

EverSource Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

EverSource Wealth Advisors’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
Q1 		$3.52M Sell
49,479
-4,275
-8% -$314K 0.11% 151
2025
Q4 		$3.75M Sell
53,754
-2,312
-4% -$159K 0.14% 123
2025
Q3 		$3.84M Sell
56,066
-33,770
-38% -$2.25M 0.15% 122
2025
Q2 		$5.72M Buy
89,836
+9,048
+11% +$542K 0.26% 87
2025
Q1 		$4.83M Buy
80,788
+9,139
+13% +$588K 0.27% 84
2024
Q4 		$4.66M Buy
71,649
+12,977
+22% +$868K 0.26% 84
2024
Q3 		$3.81M Sell
58,672
-7,127
-11% -$446K 0.24% 92
2024
Q2 		$4.3M Buy
65,799
+12,200
+23% +$734K 0.29% 76
2024
Q1 		$3.14M Buy
53,599
+9,645
+22% +$571K 0.25% 93
2023
Q4 		$2.62M Buy
43,954
+15,013
+52% +$805K 0.24% 92
2023
Q3 		$1.52M Buy
28,941
+4,095
+16% +$226K 0.16% 127
2023
Q2 		$1.36M Buy
24,846
+104
+0.4% +$5.43K 0.15% 129
2023
Q1 		$1.3M Hold
24,742
– – 0.16% 117
2022
Q4 		$1.27M Sell
24,742
-101
-0.4% -$5.2K 0.19% 100
2022
Q3 		$1.16M Buy
24,843
+4,624
+23% +$236K 0.26% 72
2022
Q2 		$971K Sell
20,219
-1,594
-7% -$82.6K 0.25% 75
2022
Q1 		$1.22M Buy
21,813
+1,796
+9% +$101K 0.31% 59
2021
Q4 		$1.2M Buy
+20,017
New +$1.21M 0.34% 50

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

EverSource Wealth Advisors's DFAS Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 8% in Q1 2026, selling an estimated $314K and leaving 49,479 shares worth $3.52M. The position accounts for 0.11% of the portfolio, ranked #151.

EverSource Wealth Advisors first reported a position in DFAS in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.72M in Q2 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • EverSource Wealth Advisors held 49,479 shares of Dimensional US Small Cap ETF worth $3.52M as of Q1 2026.
  • EverSource Wealth Advisors sold 4,275 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $314K.
  • Dimensional US Small Cap ETF made up 0.11% of EverSource Wealth Advisors's portfolio in Q1 2026, its #151 holding.
  • EverSource Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Dimensional US Small Cap ETF position peaked at $5.72M in Q2 2025.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.