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

NewEdge Wealth’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
Q1 		$1.2M Buy
16,885
+10,183
+152% +$747K 0.01% 577
2025
Q4 		$467K Buy
6,702
+765
+13% +$52.7K 0.01% 869
2025
Q3 		$404K Buy
+5,937
New +$396K 0.01% 806
2025
Q2 		– Sell
-3,988
Closed -$238K – 977
2025
Q1 		$238K Sell
3,988
-393
-9% -$25.3K ﹤0.01% 839
2024
Q4 		$285K Buy
+4,381
New +$293K ﹤0.01% 780

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

NewEdge Wealth's DFAS Position: Q1 2026 in Review

NewEdge Wealth increased its Dimensional US Small Cap ETF (DFAS) stake by 152% in Q1 2026, buying an estimated $747K and bringing the position to 16,885 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #577.

NewEdge Wealth first reported a position in DFAS in Q4 2024 and has held it in 5 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • NewEdge Wealth held 16,885 shares of Dimensional US Small Cap ETF worth $1.2M as of Q1 2026.
  • NewEdge Wealth bought 10,183 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $747K.
  • Dimensional US Small Cap ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #577 holding.
  • NewEdge Wealth first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.