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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
Q2 		$1.51M Buy
18,359
+1,474
+9% +$114K 0.02% 539
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 $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

NewEdge Wealth's DFAS Position: Q2 2026 in Review

NewEdge Wealth increased its Dimensional US Small Cap ETF (DFAS) stake by 8.7% in Q2 2026, buying an estimated $114K and bringing the position to 18,359 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #539.

NewEdge Wealth first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • NewEdge Wealth held 18,359 shares of Dimensional US Small Cap ETF worth $1.51M as of Q2 2026.
  • NewEdge Wealth bought 1,474 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $114K.
  • Dimensional US Small Cap ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #539 holding.
  • NewEdge Wealth first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.