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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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DFAS Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 5.8% in Q1 2026, selling an estimated $1.15M and leaving 257,652 shares worth $18.3M. The position accounts for 0.35% of the portfolio, ranked #38.

Forvis Mazars Wealth Advisors first reported a position in DFAS in Q2 2022 and has held it in 16 quarters since. The position peaked at $27.1M in Q2 2023. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 257,652 shares of Dimensional US Small Cap ETF worth $18.3M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 15,728 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $1.15M.
  • Dimensional US Small Cap ETF made up 0.35% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #38 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Forvis Mazars Wealth Advisors's Dimensional US Small Cap ETF position peaked at $27.1M in Q2 2023.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.