Great Point Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Great Point Wealth 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 Q2	$3.09M	Sell	37,519 -204	-0.5%	-$15.8K	0.5%	29
2026 Q1	$2.68M	Sell	37,723 -482	-1%	-$35.4K	0.5%	29
2025 Q4	$2.66M	Sell	38,205 -214	-0.6%	-$14.8K	0.49%	31
2025 Q3	$2.63M	Buy	+38,419	New	+$2.56M	0.49%	30
2025 Q1	$2.34M	Sell	39,094 -144	-0.4%	-$9.26K	0.51%	29
2024 Q4	$2.55M	Sell	39,238 -684	-2%	-$45.7K	0.56%	29
2024 Q3	$2.59M	Sell	39,922 -369	-0.9%	-$23.1K	0.55%	29
2024 Q2	$2.42M	Sell	40,291 -325	-0.8%	-$19.6K	0.55%	31
2024 Q1	$2.53M	Sell	40,616 -740	-2%	-$43.8K	0.59%	29
2023 Q4	$2.47M	Sell	41,356 -696	-2%	-$37.3K	0.64%	31
2023 Q3	$2.21M	Buy	42,052 +284	+0.7%	+$15.6K	0.66%	31
2023 Q2	$2.29M	Sell	41,768 -4,635	-10%	-$242K	0.69%	32
2023 Q1	$2.45M	Sell	46,403 -828	-2%	-$44.8K	0.77%	31
2022 Q4	$2.42M	Sell	47,231 -6,194	-12%	-$319K	0.81%	30
2022 Q3	$2.48M	Sell	53,425 -28,310	-35%	-$1.45M	0.93%	27
2022 Q2	$3.92M	Buy	+81,735	New	+$4.24M	1.39%	23

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Great Point Wealth Advisors's DFAS Position: Q2 2026 in Review

Great Point Wealth Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.54% in Q2 2026, selling an estimated $15.8K and leaving 37,519 shares worth $3.09M. The position accounts for 0.5% of the portfolio, ranked #29.

Great Point Wealth Advisors first reported a position in DFAS in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.92M in Q2 2022. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Great Point Wealth Advisors held 37,519 shares of Dimensional US Small Cap ETF worth $3.09M as of Q2 2026.
Great Point Wealth Advisors sold 204 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $15.8K.
Dimensional US Small Cap ETF made up 0.5% of Great Point Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Great Point Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2022 and has held it in 16 quarters since.
Great Point Wealth Advisors's Dimensional US Small Cap ETF position peaked at $3.92M in Q2 2022.
912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.