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

Fairvoy Private 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 		$228K Buy
+2,765
New +$214K 0.05% 193
2025
Q1 		– Sell
-3,354
Closed -$218K – 176
2024
Q4 		$218K Buy
+3,354
New +$224K 0.06% 168

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Fairvoy Private Wealth's DFAS Position: Q2 2026 in Review

Fairvoy Private Wealth opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 2,765 shares worth $228K. The stake represents 0.05% of the portfolio and ranks #193 among its holdings. This is a return to the name: Fairvoy Private Wealth previously reported a position in DFAS as recently as Q4 2024.

Fairvoy Private Wealth first reported a position in DFAS in Q4 2024 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Fairvoy Private Wealth held 2,765 shares of Dimensional US Small Cap ETF worth $228K as of Q2 2026.
  • Dimensional US Small Cap ETF was a new Fairvoy Private Wealth position in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.05% of Fairvoy Private Wealth's portfolio in Q2 2026, its #193 holding.
  • Fairvoy Private Wealth first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.