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Forteris Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Forteris Wealth Management’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 		$689K Buy
8,366
+24
+0.3% +$1.86K 0.56% 39
2026
Q1 		$593K Sell
8,342
-6
-0.1% -$440 0.57% 41
2025
Q4 		$582K Buy
+8,348
New +$575K 0.57% 42

Other funds holding DFAS

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WTB
Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return

Forteris Wealth Management's DFAS Position: Q2 2026 in Review

Forteris Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 0.29% in Q2 2026, buying an estimated $1.86K and bringing the position to 8,366 shares worth $689K. The position accounts for 0.56% of the portfolio, ranked #39.

Forteris Wealth Management first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. 635 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Forteris Wealth Management held 8,366 shares of Dimensional US Small Cap ETF worth $689K as of Q2 2026.
  • Forteris Wealth Management bought 24 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.86K.
  • Dimensional US Small Cap ETF made up 0.56% of Forteris Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Forteris Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 635 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.