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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 912 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.
912 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.