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

Lauer Wealth’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 		$3.46M Buy
42,758
+1,026
+2% +$79.5K 2.08% 12
2026
Q1 		$3.1M Buy
41,732
+1,319
+3% +$96.8K 2.47% 9
2025
Q4 		$2.94M Buy
40,413
+774
+2% +$53.4K 2.19% 10
2025
Q3 		$2.72M Buy
39,639
+479
+1% +$32K 1.95% 10
2025
Q2 		$2.52M Buy
39,160
+178
+0.5% +$10.7K 2.08% 10
2025
Q1 		$2.27M Buy
38,982
+5,059
+15% +$325K 1.75% 12
2024
Q4 		$2.21M Buy
33,923
+3,103
+10% +$208K 1.48% 13
2024
Q3 		$1.98M Buy
30,820
+5,415
+21% +$339K 1.53% 12
2024
Q2 		$1.57M Buy
+25,405
New +$1.53M 1.24% 13

Other funds holding DFAS

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Lauer Wealth's DFAS Position: Q2 2026 in Review

Lauer Wealth increased its Dimensional US Small Cap ETF (DFAS) stake by 2.5% in Q2 2026, buying an estimated $79.5K and bringing the position to 42,758 shares worth $3.46M. The position accounts for 2.08% of the portfolio, ranked #12.

Lauer Wealth first reported a position in DFAS in Q2 2024 and has held it in 9 quarters since. 324 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Lauer Wealth held 42,758 shares of Dimensional US Small Cap ETF worth $3.46M as of Q2 2026.
  • Lauer Wealth bought 1,026 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $79.5K.
  • Dimensional US Small Cap ETF made up 2.08% of Lauer Wealth's portfolio in Q2 2026, its #12 holding.
  • Lauer Wealth first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 324 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.