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Meadow Creek Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Meadow Creek 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 		$215K Buy
+2,606
New +$202K 0.13% 133
2026
Q1 		– Sell
-3,000
Closed -$209K – 139
2025
Q4 		$209K Buy
+3,000
New +$207K 0.13% 131

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Meadow Creek Wealth Advisors's DFAS Position: Q2 2026 in Review

Meadow Creek Wealth Advisors opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 2,606 shares worth $215K. The stake represents 0.13% of the portfolio and ranks #133 among its holdings. This is a return to the name: Meadow Creek Wealth Advisors previously reported a position in DFAS as recently as Q4 2025.

Meadow Creek Wealth Advisors first reported a position in DFAS in Q4 2025 and has held it in 2 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Meadow Creek Wealth Advisors held 2,606 shares of Dimensional US Small Cap ETF worth $215K as of Q2 2026.
  • Dimensional US Small Cap ETF was a new Meadow Creek Wealth Advisors position in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.13% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • Meadow Creek Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.