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

Evoke Wealth’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	$637K	Hold	8,952	–	–	0.01%	359
2025 Q4	$624K	Hold	8,952	–	–	0.01%	346
2025 Q3	$613K	Hold	8,952	–	–	0.01%	316
2025 Q2	$570K	Hold	8,952	–	–	0.01%	319
2025 Q1	$535K	Hold	8,952	–	–	0.01%	266
2024 Q4	$583K	Hold	8,952	–	–	0.02%	239
2024 Q3	$581K	Buy	8,952 +1,935	+28%	+$121K	0.02%	238
2024 Q2	$422K	Sell	7,017 -1,935	-22%	-$116K	0.5%	42
2024 Q1	$558K	Buy	8,952 +1,935	+28%	+$115K	0.02%	231
2023 Q4	$418K	Buy	+7,017	New	+$376K	0.68%	36
2022 Q4	–	Sell	-1,935	Closed	-$90K	–	563
2022 Q3	$90K	Hold	1,935	–	–	﹤0.01%	430
2022 Q2	$93K	Hold	1,935	–	–	﹤0.01%	421
2022 Q1	$108K	Hold	1,935	–	–	﹤0.01%	422
2021 Q4	$116K	Hold	1,935	–	–	﹤0.01%	424
2021 Q3	$111K	Sell	1,935 -1,735	-47%	-$100K	﹤0.01%	414
2021 Q2	$214K	Buy	+3,670	New	+$214K	0.01%	339

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

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 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

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Evoke Wealth's DFAS Position: Q1 2026 in Review

Evoke Wealth held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 8,952 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #359.

Evoke Wealth first reported a position in DFAS in Q2 2021 and has held it in 16 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Evoke Wealth held 8,952 shares of Dimensional US Small Cap ETF worth $637K as of Q1 2026.
Evoke Wealth left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
Dimensional US Small Cap ETF made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #359 holding.
Evoke Wealth first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 16 quarters since.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.