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 Q2	$381K	Sell	4,629 -4,629	-50%	-$359K	0.02%	552
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 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

Gateway Wealth Partners's DFAS Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Dimensional US Small Cap ETF (DFAS) stake by 50% in Q2 2026, selling an estimated $359K and leaving 4,629 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #552.

Gateway Wealth Partners first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. The position peaked at $718K in Q1 2024. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Gateway Wealth Partners held 4,629 shares of Dimensional US Small Cap ETF worth $381K as of Q2 2026.
Gateway Wealth Partners sold 4,629 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $359K.
Dimensional US Small Cap ETF made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #552 holding.
Gateway Wealth Partners first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
Gateway Wealth Partners's Dimensional US Small Cap ETF position peaked at $718K in Q1 2024.
912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.