Goldstein Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Goldstein Advisors’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 Q1	$233K	Hold	3,282	–	–	0.03%	190
2025 Q4	$229K	Hold	3,282	–	–	0.03%	190
2025 Q3	$225K	Hold	3,282	–	–	0.03%	186
2025 Q2	$209K	Sell	3,282 -180	-5%	-$10.8K	0.03%	180
2025 Q1	$207K	Sell	3,462 -424	-11%	-$27.3K	0.03%	179
2024 Q4	$253K	Sell	3,886 -172	-4%	-$11.5K	0.04%	152
2024 Q3	$263K	Hold	4,058	–	–	0.04%	145
2024 Q2	$244K	Hold	4,058	–	–	0.04%	139
2024 Q1	$253K	Hold	4,058	–	–	0.04%	133
2023 Q4	$242K	Hold	4,058	–	–	0.04%	158
2023 Q3	$213K	Hold	4,058	–	–	0.04%	136
2023 Q2	$222K	Hold	4,058	–	–	0.05%	133
2023 Q1	$214K	Hold	4,058	–	–	0.05%	131
2022 Q4	$208K	Buy	+4,058	New	+$209K	0.05%	132

Other funds holding DFAS

Creative Planning

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

Envestnet Asset Management

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

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

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