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

Forza 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 		$8.75M Buy
106,322
+3,622
+4% +$281K 2.69% 5
2026
Q1 		$7.31M Buy
102,700
+6,980
+7% +$512K 2.54% 5
2025
Q4 		$6.67M Buy
95,720
+20,245
+27% +$1.4M 2.41% 6
2025
Q3 		$5.17M Buy
75,475
+8,175
+12% +$546K 1.98% 11
2025
Q2 		$4.29M Buy
67,300
+5,743
+9% +$344K 1.76% 13
2025
Q1 		$3.68M Buy
61,557
+809
+1% +$52K 1.65% 14
2024
Q4 		$3.95M Buy
60,748
+12,103
+25% +$809K 1.8% 11
2024
Q3 		$3.16M Buy
48,645
+15,730
+48% +$985K 1.44% 17
2024
Q2 		$1.98M Buy
32,915
+5,695
+21% +$343K 1.02% 28
2024
Q1 		$1.7M Buy
+27,220
New +$1.61M 0.88% 32

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

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

Forza Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 3.5% in Q2 2026, buying an estimated $281K and bringing the position to 106,322 shares worth $8.75M. The position accounts for 2.69% of the portfolio, ranked #5.

Forza Wealth Management first reported a position in DFAS in Q1 2024 and has held it in 10 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Forza Wealth Management held 106,322 shares of Dimensional US Small Cap ETF worth $8.75M as of Q2 2026.
  • Forza Wealth Management bought 3,622 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $281K.
  • Dimensional US Small Cap ETF made up 2.69% of Forza Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Forza Wealth Management first reported a position in Dimensional US Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.