Moisand Fitzgerald Tamayo’s Dimensional US Small Cap ETF DFAS Stock Holding History

Moisand Fitzgerald Tamayo’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	$80.7M	Buy	979,623 +9,180	+0.9%	+$711K	7.88%	5
2026 Q1	$69M	Buy	970,443 +3,827	+0.4%	+$281K	7.42%	6
2025 Q4	$67.3M	Buy	966,616 +12,065	+1%	+$832K	7.6%	5
2025 Q3	$65.3M	Buy	954,551 +547	+0.1%	+$36.5K	7.7%	5
2025 Q2	$60.8M	Buy	954,004 +65,301	+7%	+$3.91M	7.69%	5
2025 Q1	$53.1M	Buy	888,703 +22,353	+3%	+$1.44M	7.35%	3
2024 Q4	$56.4M	Sell	866,350 -19,674	-2%	-$1.32M	7.97%	3
2024 Q3	$57.5M	Buy	886,024 +17,042	+2%	+$1.07M	7.89%	2
2024 Q2	$52.2M	Buy	868,982 +28,939	+3%	+$1.74M	7.82%	2
2024 Q1	$52.4M	Buy	840,043 +21,452	+3%	+$1.27M	8.01%	2
2023 Q4	$48.8M	Buy	818,591 +23,032	+3%	+$1.23M	8.44%	2
2023 Q3	$41.8M	Buy	795,559 +3,341	+0.4%	+$184K	8.81%	2
2023 Q2	$43.4M	Buy	792,218 +59,541	+8%	+$3.11M	8.87%	2
2023 Q1	$38.6M	Buy	732,677 +101,669	+16%	+$5.51M	8.25%	2
2022 Q4	$32.3M	Buy	631,008 +224,469	+55%	+$11.6M	7.35%	2
2022 Q3	$18.9M	Buy	406,539 +80,153	+25%	+$4.09M	5.19%	4
2022 Q2	$15.7M	Buy	326,386 +174,616	+115%	+$9.05M	4.21%	6
2022 Q1	$8.51M	Sell	151,770 -86,232	-36%	-$4.85M	3.87%	8
2021 Q4	$14.3M	Buy	238,002 +33,556	+16%	+$2.03M	4.02%	7
2021 Q3	$11.8M	Buy	204,446 +27,616	+16%	+$1.59M	3.95%	8
2021 Q2	$10.3M	Buy	+176,830	New	+$10.3M	3.75%	8

Other funds holding DFAS

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DFAS Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Dimensional US Small Cap ETF (DFAS) stake by 0.95% in Q2 2026, buying an estimated $711K and bringing the position to 979,623 shares worth $80.7M. The position accounts for 7.88% of the portfolio, ranked #5.

Moisand Fitzgerald Tamayo first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 482 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Moisand Fitzgerald Tamayo held 979,623 shares of Dimensional US Small Cap ETF worth $80.7M as of Q2 2026.
Moisand Fitzgerald Tamayo bought 9,180 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $711K.
Dimensional US Small Cap ETF made up 7.88% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #5 holding.
Moisand Fitzgerald Tamayo first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
482 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.