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Lauterbach Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Lauterbach Financial 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 		$1.78M Sell
21,580
-458
-2% -$35.5K 0.76% 21
2026
Q1 		$1.57M Sell
22,038
-42
-0.2% -$3.08K 0.77% 19
2025
Q4 		$1.54M Sell
22,080
-50
-0.2% -$3.45K 0.75% 19
2025
Q3 		$1.51M Sell
22,130
-786
-3% -$52.5K 0.76% 21
2025
Q2 		$1.46M Buy
22,916
+118
+0.5% +$7.07K 0.8% 20
2025
Q1 		$1.36M Buy
22,798
+8
+0% +$514 0.85% 18
2024
Q4 		$1.48M Sell
22,790
-294
-1% -$19.7K 0.9% 18
2024
Q3 		$1.5M Sell
23,084
-685
-3% -$42.9K 0.91% 17
2024
Q2 		$1.45M Sell
23,769
-9
-0% -$542 0.96% 17
2024
Q1 		$1.48M Sell
23,778
-7,000
-23% -$414K 0.97% 17
2023
Q4 		$1.83M Sell
30,778
-21
-0.1% -$1.13K 1.28% 11
2023
Q3 		$1.62M Sell
30,799
-219
-0.7% -$12.1K 1.27% 12
2023
Q2 		$1.7M Sell
31,018
-88
-0.3% -$4.59K 1.3% 12
2023
Q1 		$1.64M Sell
31,106
-617
-2% -$33.4K 1.32% 13
2022
Q4 		$1.62M Sell
31,723
-217
-0.7% -$11.2K 1.45% 10
2022
Q3 		$1.49M Sell
31,940
-473
-1% -$24.2K 1.51% 9
2022
Q2 		$1.56M Sell
32,413
-160
-0.5% -$8.3K 1.48% 10
2022
Q1 		$1.83M Sell
32,573
-349
-1% -$19.6K 1.66% 8
2021
Q4 		$1.98M Buy
+32,922
New +$1.99M 1.74% 8

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

Lauterbach Financial Advisors's DFAS Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.1% in Q2 2026, selling an estimated $35.5K and leaving 21,580 shares worth $1.78M. The position accounts for 0.76% of the portfolio, ranked #21.

Lauterbach Financial Advisors first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.98M in Q4 2021. 467 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Lauterbach Financial Advisors held 21,580 shares of Dimensional US Small Cap ETF worth $1.78M as of Q2 2026.
  • Lauterbach Financial Advisors sold 458 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $35.5K.
  • Dimensional US Small Cap ETF made up 0.76% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Lauterbach Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Lauterbach Financial Advisors's Dimensional US Small Cap ETF position peaked at $1.98M in Q4 2021.
  • 467 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.