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Marshall & Sterling Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Marshall & Sterling 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 		$64.3K Hold
780
– – 0.04% 136
2026
Q1 		$55.5K Hold
780
– – 0.04% 139
2025
Q4 		$54.4K Sell
780
-1
-0.1% -$69 0.04% 136
2025
Q3 		$53.4K Hold
781
– – 0.03% 167
2025
Q2 		$49.7K Buy
781
+1
+0.1% +$60 0.03% 163
2025
Q1 		$46.6K Sell
780
-1
-0.1% -$64 0.03% 164
2024
Q4 		$50.8K Buy
+781
New +$52.2K 0.04% 125

Other funds holding DFAS

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
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's DFAS Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 780 shares worth $64.3K. The position accounts for 0.04% of the portfolio, ranked #136.

Marshall & Sterling Wealth Advisors first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 229 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 780 shares of Dimensional US Small Cap ETF worth $64.3K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.04% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 229 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.