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Graves Light Lenhart Wealth’s Dimensional US Small Cap ETF DFAS Stock Holding History

Graves Light Lenhart Wealth’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 		$2.09M Sell
25,393
-238
-0.9% -$18.4K 0.2% 63
2026
Q1 		$1.82M Sell
25,631
-112
-0.4% -$8.22K 0.19% 64
2025
Q4 		$1.79M Buy
25,743
+1,496
+6% +$103K 0.19% 64
2025
Q3 		$1.66M Buy
24,247
+12
+0% +$801 0.18% 67
2025
Q2 		$1.54M Buy
24,235
+3,866
+19% +$232K 0.18% 68
2025
Q1 		$1.22M Buy
20,369
+114
+0.6% +$7.33K 0.15% 74
2024
Q4 		$1.32M Sell
20,255
-146
-0.7% -$9.77K 0.16% 72
2024
Q3 		$1.32M Sell
20,401
-5,453
-21% -$341K 0.16% 72
2024
Q2 		$1.54M Buy
25,854
+10
+0% +$602 0.18% 70
2024
Q1 		$1.61M Buy
25,844
+2,395
+10% +$142K 0.19% 69
2023
Q4 		$1.4M Buy
23,449
+10,682
+84% +$572K 0.17% 74
2023
Q3 		$658K Buy
12,767
+1,000
+8% +$55.1K 0.09% 93
2023
Q2 		$645K Buy
11,767
+5,964
+103% +$311K 0.09% 101
2023
Q1 		$306K Hold
5,803
– – 0.05% 129
2022
Q4 		$297K Buy
+5,803
New +$299K 0.05% 135
2022
Q3 		– Sell
-574
Closed -$28K – 268
2022
Q2 		$28K Buy
+574
New +$29.8K ﹤0.01% 374

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Graves Light Lenhart Wealth's DFAS Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.93% in Q2 2026, selling an estimated $18.4K and leaving 25,393 shares worth $2.09M. The position accounts for 0.2% of the portfolio, ranked #63.

Graves Light Lenhart Wealth first reported a position in DFAS in Q2 2022 and has held it in 16 quarters since. 180 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Graves Light Lenhart Wealth held 25,393 shares of Dimensional US Small Cap ETF worth $2.09M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 238 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $18.4K.
  • Dimensional US Small Cap ETF made up 0.2% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #63 holding.
  • Graves Light Lenhart Wealth first reported a position in Dimensional US Small Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • 180 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.