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

FinDec Wealth Services’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 		$205K Sell
2,495
-469
-16% -$36.3K 0.24% 30
2026
Q1 		$211K Sell
2,964
-20
-0.7% -$1.47K 0.26% 27
2025
Q4 		$208K Sell
2,984
-38
-1% -$2.62K 0.22% 31
2025
Q3 		$207K Sell
3,022
-577
-16% -$38.5K 0.21% 33
2025
Q2 		$229K Sell
3,599
-3,452
-49% -$207K 0.24% 31
2025
Q1 		$421K Sell
7,051
-39,048
-85% -$2.51M 0.42% 29
2024
Q4 		$3M Sell
46,099
-5,967
-11% -$399K 2.08% 17
2024
Q3 		$3.38M Buy
52,066
+494
+1% +$30.9K 1.96% 17
2024
Q2 		$3.1M Sell
51,572
-953
-2% -$57.4K 1.96% 17
2024
Q1 		$3.27M Sell
52,525
-368
-0.7% -$21.8K 2.06% 20
2023
Q4 		$3.15M Sell
52,893
-18,956
-26% -$1.02M 2.11% 20
2023
Q3 		$3.77M Buy
71,849
+587
+0.8% +$32.3K 2.72% 16
2023
Q2 		$3.91M Buy
71,262
+1,908
+3% +$99.5K 2.73% 16
2023
Q1 		$3.65M Buy
69,354
+1,705
+3% +$92.3K 2.76% 16
2022
Q4 		$3.46M Buy
+67,649
New +$3.48M 2.86% 15

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

FinDec Wealth Services's DFAS Position: Q2 2026 in Review

FinDec Wealth Services reduced its Dimensional US Small Cap ETF (DFAS) stake by 16% in Q2 2026, selling an estimated $36.3K and leaving 2,495 shares worth $205K. The position accounts for 0.24% of the portfolio, ranked #30.

FinDec Wealth Services first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.91M in Q2 2023. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • FinDec Wealth Services held 2,495 shares of Dimensional US Small Cap ETF worth $205K as of Q2 2026.
  • FinDec Wealth Services sold 469 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $36.3K.
  • Dimensional US Small Cap ETF made up 0.24% of FinDec Wealth Services's portfolio in Q2 2026, its #30 holding.
  • FinDec Wealth Services first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • FinDec Wealth Services's Dimensional US Small Cap ETF position peaked at $3.91M in Q2 2023.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.