Mosaic Family Wealth Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Mosaic Family Wealth Partners’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	$3.57M	Buy	43,323 +16,161	+59%	+$1.25M	0.24%	67
2026 Q1	$1.93M	Buy	27,162 +3,899	+17%	+$286K	0.2%	69
2025 Q4	$1.62M	Buy	23,263 +16,039	+222%	+$1.11M	0.18%	70
2025 Q3	$493K	Buy	7,224 +1,003	+16%	+$66.9K	0.06%	140
2025 Q2	$396K	Sell	6,221 -6,349	-51%	-$381K	0.05%	151
2025 Q1	$751K	Buy	12,570 +6,349	+102%	+$408K	0.11%	97
2024 Q4	$405K	Hold	6,221	–	–	0.06%	142
2024 Q3	$404K	Buy	6,221 +551	+10%	+$34.5K	0.06%	137
2024 Q2	$341K	Sell	5,670 -24	-0.4%	-$1.44K	0.05%	141
2024 Q1	$355K	Buy	+5,694	New	+$337K	0.06%	142

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mosaic Family Wealth Partners's DFAS Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 59% in Q2 2026, buying an estimated $1.25M and bringing the position to 43,323 shares worth $3.57M. The position accounts for 0.24% of the portfolio, ranked #67.

Mosaic Family Wealth Partners first reported a position in DFAS in Q1 2024 and has held it in 10 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Mosaic Family Wealth Partners held 43,323 shares of Dimensional US Small Cap ETF worth $3.57M as of Q2 2026.
Mosaic Family Wealth Partners bought 16,161 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.25M.
Dimensional US Small Cap ETF made up 0.24% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #67 holding.
Mosaic Family Wealth Partners first reported a position in Dimensional US Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.