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Meriwether Wealth & Planning’s Dimensional US Small Cap ETF DFAS Stock Holding History

Meriwether Wealth & Planning’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
2025
Q4 		– Sell
-79,255
Closed -$5.43M – 128
2025
Q3 		$5.43M Buy
79,255
+2,373
+3% +$158K 3.14% 6
2025
Q2 		$4.9M Sell
76,882
-32,693
-30% -$1.96M 3.07% 6
2025
Q1 		$6.55M Buy
109,575
+18,303
+20% +$1.18M 4.27% 4
2024
Q4 		$5.94M Buy
+91,272
New +$6.1M 4.23% 5

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Meriwether Wealth & Planning's DFAS Position: Q4 2025 in Review

Meriwether Wealth & Planning sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2025, closing a stake of 79,255 shares — an estimated $5.43M sold.

Meriwether Wealth & Planning first reported a position in DFAS in Q4 2024 and held it in 4 quarters. The position peaked at $6.55M in Q1 2025. 870 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

  • Meriwether Wealth & Planning reported no remaining Dimensional US Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 79,255 Dimensional US Small Cap ETF shares in Q4 2025, an estimated $5.43M.
  • Meriwether Wealth & Planning first reported a position in Dimensional US Small Cap ETF in Q4 2024 and held it in 4 quarters.
  • Meriwether Wealth & Planning's Dimensional US Small Cap ETF position peaked at $6.55M in Q1 2025.
  • 870 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on Meriwether Wealth & Planning's 13F filing for Q4 2025, filed 14 Jan 2026.