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

Exencial 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 		$2.19M Buy
30,773
+4,282
+16% +$314K 0.07% 213
2025
Q4 		$1.85M Buy
26,491
+2,200
+9% +$152K 0.06% 232
2025
Q3 		$1.66M Buy
24,291
+3,786
+18% +$253K 0.05% 238
2025
Q2 		$1.31M Buy
20,505
+3,058
+18% +$183K 0.05% 256
2025
Q1 		$1.04M Buy
17,447
+421
+2% +$27.1K 0.04% 274
2024
Q4 		$1.11M Buy
17,026
+390
+2% +$26.1K 0.04% 271
2024
Q3 		$1.08M Buy
16,636
+988
+6% +$61.8K 0.04% 266
2024
Q2 		$940K Sell
15,648
-869
-5% -$52.3K 0.04% 280
2024
Q1 		$1.03M Buy
16,517
+836
+5% +$49.5K 0.04% 274
2023
Q4 		$935K Buy
15,681
+425
+3% +$22.8K 0.04% 267
2023
Q3 		$801K Sell
15,256
-5,589
-27% -$308K 0.04% 248
2023
Q2 		$1.14M Buy
+20,845
New +$1.09M 0.05% 225

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

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

Exencial Wealth Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 16% in Q1 2026, buying an estimated $314K and bringing the position to 30,773 shares worth $2.19M. The position accounts for 0.07% of the portfolio, ranked #213.

Exencial Wealth Advisors first reported a position in DFAS in Q2 2023 and has held it in 12 quarters since. 888 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Exencial Wealth Advisors held 30,773 shares of Dimensional US Small Cap ETF worth $2.19M as of Q1 2026.
  • Exencial Wealth Advisors bought 4,282 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $314K.
  • Dimensional US Small Cap ETF made up 0.07% of Exencial Wealth Advisors's portfolio in Q1 2026, its #213 holding.
  • Exencial Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • 888 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.