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

Mills 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 		$2.33M Buy
28,331
+2,823
+11% +$219K 0.73% 22
2026
Q1 		$1.81M Buy
25,508
+420
+2% +$30.8K 0.63% 25
2025
Q4 		$1.75M Buy
25,088
+5,098
+26% +$351K 0.69% 27
2025
Q3 		$1.37M Buy
19,990
+3,867
+24% +$258K 0.56% 31
2025
Q2 		$1.03M Buy
16,123
+3,077
+24% +$184K 0.47% 31
2025
Q1 		$780K Buy
13,046
+2,085
+19% +$134K 0.41% 35
2024
Q4 		$713K Buy
10,961
+913
+9% +$61.1K 0.41% 34
2024
Q3 		$652K Buy
10,048
+2,359
+31% +$148K 0.45% 32
2024
Q2 		$462K Buy
7,689
+734
+11% +$44.2K 0.33% 36
2024
Q1 		$434K Buy
6,955
+1,819
+35% +$108K 0.32% 37
2023
Q4 		$306K Buy
+5,136
New +$275K 0.23% 37

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

Mills Wealth Advisors's DFAS Position: Q2 2026 in Review

Mills Wealth Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 11% in Q2 2026, buying an estimated $219K and bringing the position to 28,331 shares worth $2.33M. The position accounts for 0.73% of the portfolio, ranked #22.

Mills Wealth Advisors first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Mills Wealth Advisors held 28,331 shares of Dimensional US Small Cap ETF worth $2.33M as of Q2 2026.
  • Mills Wealth Advisors bought 2,823 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $219K.
  • Dimensional US Small Cap ETF made up 0.73% of Mills Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Mills Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.