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Goepper Burkhardt’s Dimensional US Small Cap ETF DFAS Stock Holding History

Goepper Burkhardt’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 		$3.14M Buy
38,124
+5,027
+15% +$389K 0.94% 22
2026
Q1 		$2.35M Buy
33,097
+12,877
+64% +$945K 0.79% 24
2025
Q4 		$1.41M Buy
20,220
+9,806
+94% +$676K 0.46% 28
2025
Q3 		$713K Sell
10,414
-150
-1% -$10K 0.24% 51
2025
Q2 		$673K Buy
10,564
+136
+1% +$8.15K 0.25% 48
2025
Q1 		$623K Buy
10,428
+2,065
+25% +$133K 0.25% 48
2024
Q4 		$544K Buy
8,363
+5,188
+163% +$347K 0.22% 47
2024
Q3 		$206K Buy
+3,175
New +$199K 0.08% 81

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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goepper Burkhardt's DFAS Position: Q2 2026 in Review

Goepper Burkhardt increased its Dimensional US Small Cap ETF (DFAS) stake by 15% in Q2 2026, buying an estimated $389K and bringing the position to 38,124 shares worth $3.14M. The position accounts for 0.94% of the portfolio, ranked #22.

Goepper Burkhardt first reported a position in DFAS in Q3 2024 and has held it in 8 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Goepper Burkhardt held 38,124 shares of Dimensional US Small Cap ETF worth $3.14M as of Q2 2026.
  • Goepper Burkhardt bought 5,027 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $389K.
  • Dimensional US Small Cap ETF made up 0.94% of Goepper Burkhardt's portfolio in Q2 2026, its #22 holding.
  • Goepper Burkhardt first reported a position in Dimensional US Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.