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Global Wealth Strategies & Associates’s Dimensional US Small Cap ETF DFAS Stock Holding History

Global Wealth Strategies & Associates’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
Q4 		– Sell
-247
Closed -$16.9K – 561
2025
Q3 		$16.9K Hold
247
– – ﹤0.01% 237
2025
Q2 		$15.7K Hold
247
– – ﹤0.01% 185
2025
Q1 		$14.8K Hold
247
– – ﹤0.01% 207
2024
Q4 		$16.1K Buy
+247
New +$16.5K 0.01% 182

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Global Wealth Strategies & Associates's DFAS Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2025, closing a stake of 247 shares — an estimated $16.9K sold.

Global Wealth Strategies & Associates first reported a position in DFAS in Q4 2024 and held it in 4 quarters. The position peaked at $16.9K in Q3 2025. 870 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

  • Global Wealth Strategies & Associates reported no remaining Dimensional US Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 247 Dimensional US Small Cap ETF shares in Q4 2025, an estimated $16.9K.
  • Global Wealth Strategies & Associates first reported a position in Dimensional US Small Cap ETF in Q4 2024 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's Dimensional US Small Cap ETF position peaked at $16.9K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.