Gerber Kawasaki Wealth & Investment Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2025 Q2	–	Sell	-3,877	Closed	-$232K	–	318
2025 Q1	$232K	Buy	3,877 +161	+4%	+$10.4K	0.01%	275
2024 Q4	$242K	Buy	3,716 +10	+0.3%	+$669	0.01%	254
2024 Q3	$240K	Buy	3,706 +4	+0.1%	+$250	0.01%	256
2024 Q2	$222K	Hold	3,702	–	–	0.01%	260
2024 Q1	$231K	Hold	3,702	–	–	0.01%	251
2023 Q4	$221K	Buy	+3,702	New	+$198K	0.01%	242

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DFAS Position: Q2 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2025, closing a stake of 3,877 shares — an estimated $232K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in DFAS in Q4 2023 and held it in 6 quarters. The position peaked at $242K in Q4 2024. 770 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

Gerber Kawasaki Wealth & Investment Management reported no remaining Dimensional US Small Cap ETF position as of Q2 2025 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 3,877 Dimensional US Small Cap ETF shares in Q2 2025, an estimated $232K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Dimensional US Small Cap ETF in Q4 2023 and held it in 6 quarters.
Gerber Kawasaki Wealth & Investment Management's Dimensional US Small Cap ETF position peaked at $242K in Q4 2024.
770 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.