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

Financial Synergies 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
Q2 		$22.9M Sell
278,687
-4,670
-2% -$362K 1.95% 11
2026
Q1 		$20.2M Buy
283,357
+1,798
+0.6% +$132K 1.92% 13
2025
Q4 		$19.6M Buy
281,559
+8,890
+3% +$613K 1.89% 12
2025
Q3 		$18.7M Buy
272,669
+5,307
+2% +$354K 1.89% 12
2025
Q2 		$17M Buy
267,362
+8,367
+3% +$502K 1.86% 12
2025
Q1 		$15.5M Buy
258,995
+8,397
+3% +$540K 1.88% 12
2024
Q4 		$16.3M Buy
250,598
+5,883
+2% +$393K 2.02% 12
2024
Q3 		$15.9M Buy
244,715
+7,084
+3% +$443K 1.97% 12
2024
Q2 		$14.3M Buy
237,631
+43,199
+22% +$2.6M 1.92% 12
2024
Q1 		$12.1M Buy
194,432
+185,337
+2,038% +$11M 1.59% 15
2023
Q4 		$465K Sell
9,095
-132
-1% -$7.07K 0.07% 53
2023
Q3 		$484K Buy
9,227
+814
+10% +$44.8K 0.07% 51
2023
Q2 		$461K Sell
8,413
-700
-8% -$36.5K 0.06% 53
2023
Q1 		$480K Buy
9,113
+18
+0.2% +$975 0.07% 53
2022
Q4 		$465K Sell
9,095
-128
-1% -$6.59K 0.07% 53
2022
Q3 		$429K Buy
9,223
+287
+3% +$14.7K 0.07% 52
2022
Q2 		$429K Buy
+8,936
New +$463K 0.07% 53
2022
Q1 		– Sell
-10,622
Closed -$637K – 61
2021
Q4 		$637K Buy
10,622
+271
+3% +$16.4K 0.09% 45
2021
Q3 		$595K Buy
10,351
+23
+0.2% +$1.33K 0.08% 41
2021
Q2 		$603K Buy
+10,328
New +$601K 0.08% 41

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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Synergies Wealth Advisors's DFAS Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 1.6% in Q2 2026, selling an estimated $362K and leaving 278,687 shares worth $22.9M. The position accounts for 1.95% of the portfolio, ranked #11.

Financial Synergies Wealth Advisors first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Financial Synergies Wealth Advisors held 278,687 shares of Dimensional US Small Cap ETF worth $22.9M as of Q2 2026.
  • Financial Synergies Wealth Advisors sold 4,670 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $362K.
  • Dimensional US Small Cap ETF made up 1.95% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Financial Synergies Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.