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Gateway Wealth Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Gateway Wealth Partners’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 		$658K Buy
9,258
+4,304
+87% +$316K 0.03% 478
2025
Q4 		$345K Sell
4,954
-603
-11% -$41.6K 0.04% 337
2025
Q3 		$380K Sell
5,557
-1,023
-16% -$68.3K 0.05% 281
2025
Q2 		$419K Sell
6,580
-1,549
-19% -$92.9K 0.08% 228
2025
Q1 		$486K Hold
8,129
– – 0.11% 183
2024
Q4 		$529K Sell
8,129
-344
-4% -$23K 0.14% 159
2024
Q3 		$550K Sell
8,473
-1,006
-11% -$63K 0.15% 147
2024
Q2 		$570K Sell
9,479
-2,037
-18% -$123K 0.17% 140
2024
Q1 		$718K Buy
11,516
+2,562
+29% +$152K 0.26% 91
2023
Q4 		$534K Buy
+8,954
New +$480K 0.22% 101

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

Gateway Wealth Partners's DFAS Position: Q1 2026 in Review

Gateway Wealth Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 87% in Q1 2026, buying an estimated $316K and bringing the position to 9,258 shares worth $658K. The position accounts for 0.03% of the portfolio, ranked #478.

Gateway Wealth Partners first reported a position in DFAS in Q4 2023 and has held it in 10 quarters since. The position peaked at $718K in Q1 2024. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Gateway Wealth Partners held 9,258 shares of Dimensional US Small Cap ETF worth $658K as of Q1 2026.
  • Gateway Wealth Partners bought 4,304 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $316K.
  • Dimensional US Small Cap ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q1 2026, its #478 holding.
  • Gateway Wealth Partners first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Gateway Wealth Partners's Dimensional US Small Cap ETF position peaked at $718K in Q1 2024.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.