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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

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
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

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. 324 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.
  • 324 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.