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

Forvis Mazars 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	$20.1M	Sell	244,219 -13,433	-5%	-$1.04M	0.34%	39
2026 Q1	$18.3M	Sell	257,652 -15,728	-6%	-$1.15M	0.35%	38
2025 Q4	$19M	Sell	273,380 -17,695	-6%	-$1.22M	0.36%	38
2025 Q3	$19.9M	Sell	291,075 -14,446	-5%	-$964K	0.4%	38
2025 Q2	$19.5M	Sell	305,521 -12,238	-4%	-$734K	0.42%	35
2025 Q1	$19M	Sell	317,759 -32,634	-9%	-$2.1M	0.46%	38
2024 Q4	$22.8M	Sell	350,393 -6,616	-2%	-$442K	0.53%	32
2024 Q3	$23.2M	Sell	357,009 -8,262	-2%	-$517K	0.53%	34
2024 Q2	$21.9M	Sell	365,271 -9,657	-3%	-$581K	0.55%	34
2024 Q1	$23.4M	Sell	374,928 -12,007	-3%	-$710K	0.59%	32
2023 Q4	$23.1M	Sell	386,935 -59,982	-13%	-$3.21M	0.64%	30
2023 Q3	$23.5M	Sell	446,917 -46,718	-9%	-$2.57M	0.71%	26
2023 Q2	$27.1M	Buy	493,635 +17,481	+4%	+$912K	0.79%	24
2023 Q1	$25.1M	Sell	476,154 -10,464	-2%	-$567K	0.82%	23
2022 Q4	$24.9M	Sell	486,618 -17,063	-3%	-$878K	0.87%	21
2022 Q3	$23.4M	Sell	503,681 -12,147	-2%	-$621K	0.95%	18
2022 Q2	$24.8M	Buy	+515,828	New	+$26.7M	1%	15

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DFAS Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 5.2% in Q2 2026, selling an estimated $1.04M and leaving 244,219 shares worth $20.1M. The position accounts for 0.34% of the portfolio, ranked #39.

Forvis Mazars Wealth Advisors first reported a position in DFAS in Q2 2022 and has held it in 17 quarters since. The position peaked at $27.1M in Q2 2023. 911 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Forvis Mazars Wealth Advisors held 244,219 shares of Dimensional US Small Cap ETF worth $20.1M as of Q2 2026.
Forvis Mazars Wealth Advisors sold 13,433 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.04M.
Dimensional US Small Cap ETF made up 0.34% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Forvis Mazars Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2022 and has held it in 17 quarters since.
Forvis Mazars Wealth Advisors's Dimensional US Small Cap ETF position peaked at $27.1M in Q2 2023.
911 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.