Kingsview Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Kingsview Wealth Management’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	$2.96M	Sell	41,632 -12,386	-23%	-$909K	0.04%	426
2025 Q4	$3.76M	Buy	54,018 +33,647	+165%	+$2.32M	0.05%	334
2025 Q3	$1.39M	Sell	20,371 -2,301	-10%	-$154K	0.02%	526
2025 Q2	$1.44M	Sell	22,672 -8,153	-26%	-$489K	0.02%	492
2025 Q1	$1.84M	Sell	30,825 -4,784	-13%	-$308K	0.03%	407
2024 Q4	$2.32M	Buy	35,609 +4,391	+14%	+$294K	0.05%	356
2024 Q3	$2.02M	Buy	31,218 +14,896	+91%	+$932K	0.04%	372
2024 Q2	$981K	Buy	16,322 +1,536	+10%	+$92.4K	0.02%	512
2024 Q1	$922K	Buy	14,786 +184	+1%	+$10.9K	0.02%	518
2023 Q4	$871K	Buy	+14,602	New	+$782K	0.03%	504

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

Kingsview Wealth Management's DFAS Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 23% in Q1 2026, selling an estimated $909K and leaving 41,632 shares worth $2.96M. The position accounts for 0.04% of the portfolio, ranked #426.

Kingsview Wealth Management first reported a position in DFAS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.76M in Q4 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Kingsview Wealth Management held 41,632 shares of Dimensional US Small Cap ETF worth $2.96M as of Q1 2026.
Kingsview Wealth Management sold 12,386 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $909K.
Dimensional US Small Cap ETF made up 0.04% of Kingsview Wealth Management's portfolio in Q1 2026, its #426 holding.
Kingsview Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
Kingsview Wealth Management's Dimensional US Small Cap ETF position peaked at $3.76M in Q4 2025.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.