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

JFS 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	$2.09M	Buy	25,332 +73	+0.3%	+$5.66K	0.1%	115
2026 Q1	$1.8M	Sell	25,259 -586	-2%	-$43K	0.1%	116
2025 Q4	$1.8M	Buy	25,845 +653	+3%	+$45K	0.1%	117
2025 Q3	$1.72M	Buy	25,192 +43	+0.2%	+$2.87K	0.1%	116
2025 Q2	$1.6M	Sell	25,149 -3,816	-13%	-$229K	0.1%	113
2025 Q1	$1.73M	Buy	28,965 +283	+1%	+$18.2K	0.12%	106
2024 Q4	$1.87M	Buy	28,682 +2	+0%	+$134	0.13%	93
2024 Q3	$1.86M	Sell	28,680 -642	-2%	-$40.2K	0.12%	100
2024 Q2	$1.76M	Sell	29,322 -2,067	-7%	-$124K	0.14%	84
2024 Q1	$1.96M	Buy	31,389 +1	+0%	+$59	0.16%	80
2023 Q4	$1.87M	Buy	31,388 +1	+0%	+$54	0.16%	81
2023 Q3	$1.65M	Buy	31,387 +1	+0%	+$55	0.16%	89
2023 Q2	$1.72M	Buy	31,386 +2	+0%	+$104	0.15%	90
2023 Q1	$1.65M	Sell	31,384 -1,754	-5%	-$95K	0.16%	90
2022 Q4	$1.7M	Buy	33,138 +11,238	+51%	+$579K	0.17%	90
2022 Q3	$1.02M	Buy	21,900 +13	+0.1%	+$664	0.11%	102
2022 Q2	$1.05M	Buy	21,887 +13	+0.1%	+$674	0.11%	100
2022 Q1	$1.23M	Sell	21,874 -10,500	-32%	-$591K	0.12%	105
2021 Q4	$1.94M	Buy	32,374 +117	+0.4%	+$7.07K	0.18%	87
2021 Q3	$1.85M	Buy	32,257 +10	+0%	+$577	0.19%	84
2021 Q2	$1.88M	Buy	+32,247	New	+$1.88M	0.28%	56

Other funds holding DFAS

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

JFS Wealth Advisors's DFAS Position: Q2 2026 in Review

JFS Wealth Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 0.29% in Q2 2026, buying an estimated $5.66K and bringing the position to 25,332 shares worth $2.09M. The position accounts for 0.1% of the portfolio, ranked #115.

JFS Wealth Advisors first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 438 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

JFS Wealth Advisors held 25,332 shares of Dimensional US Small Cap ETF worth $2.09M as of Q2 2026.
JFS Wealth Advisors bought 73 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $5.66K.
Dimensional US Small Cap ETF made up 0.1% of JFS Wealth Advisors's portfolio in Q2 2026, its #115 holding.
JFS Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
438 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.