Guardian Wealth Advisors (North Carolina)’s Dimensional US Small Cap ETF DFAS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$71.1K	Buy	+1,000	New	+$73.4K	﹤0.01%	419
2025 Q3	–	Sell	-1,000	Closed	-$63.7K	–	376
2025 Q2	$63.7K	Hold	1,000	–	–	﹤0.01%	387
2025 Q1	$59.8K	Hold	1,000	–	–	﹤0.01%	370
2024 Q4	$65.1K	Hold	1,000	–	–	0.01%	355
2024 Q3	$64.9K	Hold	1,000	–	–	0.01%	299
2024 Q2	$60.1K	Hold	1,000	–	–	0.01%	294
2024 Q1	$62.3K	Hold	1,000	–	–	0.01%	304
2023 Q4	$59.6K	Hold	1,000	–	–	0.01%	287
2023 Q3	$52.5K	Hold	1,000	–	–	0.01%	287
2023 Q2	$54.8K	Hold	1,000	–	–	0.01%	273
2023 Q1	$52.7K	Buy	1,000 +141	+16%	+$7.63K	0.01%	264
2022 Q4	$43.9K	Hold	859	–	–	0.01%	262
2022 Q3	$40K	Hold	859	–	–	0.01%	241
2022 Q2	$41K	Buy	+859	New	+$44.5K	0.01%	245

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

Guardian Wealth Advisors (North Carolina)'s DFAS Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Dimensional US Small Cap ETF (DFAS) in Q1 2026: 1,000 shares worth $71.1K. The stake represents ﹤0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in DFAS as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in DFAS in Q2 2022 and has held it in 14 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 1,000 shares of Dimensional US Small Cap ETF worth $71.1K as of Q1 2026.
Dimensional US Small Cap ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Dimensional US Small Cap ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #419 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Dimensional US Small Cap ETF in Q2 2022 and has held it in 14 quarters since.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.