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Golden State Equity Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Golden State Equity 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 		– Sell
-387
Closed -$27.5K – 663
2026
Q1 		$27.5K Buy
+387
New +$28.4K ﹤0.01% 1015

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Bank of America
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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

Golden State Equity Partners's DFAS Position: Q2 2026 in Review

Golden State Equity Partners sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2026, closing a stake of 387 shares — an estimated $27.5K sold.

Golden State Equity Partners first reported a position in DFAS in Q1 2026 and held it in 1 quarter. The position peaked at $27.5K in Q1 2026. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Golden State Equity Partners reported no remaining Dimensional US Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 387 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $27.5K.
  • Golden State Equity Partners first reported a position in Dimensional US Small Cap ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Dimensional US Small Cap ETF position peaked at $27.5K in Q1 2026.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.