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 Q2	–	Sell	-8,952	Closed	-$637K	–	151
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 $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

Evoke Wealth's DFAS Position: Q2 2026 in Review

Evoke Wealth sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2026, closing a stake of 8,952 shares — an estimated $637K sold.

Evoke Wealth first reported a position in DFAS in Q2 2021 and held it in 16 quarters. The position peaked at $637K in Q1 2026. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Evoke Wealth reported no remaining Dimensional US Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 8,952 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $637K.
Evoke Wealth first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 16 quarters.
Evoke Wealth's Dimensional US Small Cap ETF position peaked at $637K in Q1 2026.
912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.