Gleason Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Gleason Group’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	$31.1K	Buy	378 +1	+0.3%	+$77	﹤0.01%	159
2026 Q1	$26.8K	Buy	377 +1	+0.3%	+$73	﹤0.01%	146
2025 Q4	$26.2K	Buy	376 +1	+0.3%	+$69	﹤0.01%	145
2025 Q3	$25.7K	Buy	375 +1	+0.3%	+$67	﹤0.01%	133
2025 Q2	$23.8K	Buy	374 +1	+0.3%	+$60	﹤0.01%	142
2025 Q1	$22.3K	Buy	373 +1	+0.3%	+$64	﹤0.01%	140
2024 Q4	$24.2K	Sell	372 -29	-7%	-$1.94K	﹤0.01%	141
2024 Q3	$26K	Buy	401 +1	+0.3%	+$63	﹤0.01%	135
2024 Q2	$24.1K	Buy	400 +1	+0.3%	+$60	﹤0.01%	153
2024 Q1	$24.9K	Hold	399	–	–	0.01%	140
2023 Q4	$23.8K	Buy	399 +2	+0.5%	+$107	0.01%	145
2023 Q3	$20.9K	Buy	397 +1	+0.3%	+$55	0.01%	151
2023 Q2	$21.7K	Buy	396 +1	+0.3%	+$52	0.01%	149
2023 Q1	$20.8K	Buy	395 +1	+0.3%	+$54	0.01%	145
2022 Q4	$20.2K	Buy	394 +2	+0.5%	+$103	0.01%	145
2022 Q3	$18K	Buy	392 +1	+0.3%	+$51	0.01%	151
2022 Q2	$19K	Buy	391 +1	+0.3%	+$52	0.01%	147
2022 Q1	$22K	Hold	390	–	–	0.01%	149
2021 Q4	$23K	Buy	390 +11	+3%	+$664	0.01%	136
2021 Q3	$22K	Hold	379	–	–	0.01%	140
2021 Q2	$22K	Buy	+379	New	+$22K	0.01%	138

Other funds holding DFAS

Evanson Financial Mclean, Virginia $2.04B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return