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 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 $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

IFA

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

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

PFA

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

TWA

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

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

RFP

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

Great Point Wealth Advisors's DFAS Position: Q1 2026 in Review

Great Point Wealth Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 1.3% in Q1 2026, selling an estimated $35.4K and leaving 37,723 shares worth $2.68M. 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 15 quarters since. The position peaked at $3.92M in Q2 2022. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Great Point Wealth Advisors held 37,723 shares of Dimensional US Small Cap ETF worth $2.68M as of Q1 2026.
Great Point Wealth Advisors sold 482 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $35.4K.
Dimensional US Small Cap ETF made up 0.5% of Great Point Wealth Advisors's portfolio in Q1 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 15 quarters since.
Great Point Wealth Advisors's Dimensional US Small Cap ETF position peaked at $3.92M in Q2 2022.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Great Point Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.