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

Olistico 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 		$3.35M Buy
40,666
+1,569
+4% +$122K 1.43% 16
2026
Q1 		$2.78M Buy
39,097
+12,298
+46% +$903K 1.37% 18
2025
Q4 		$1.87M Buy
26,799
+10,065
+60% +$694K 0.91% 22
2025
Q3 		$1.15M Hold
16,734
– – 0.61% 37
2025
Q2 		$1.07M Sell
16,734
-310
-2% -$18.6K 0.59% 37
2025
Q1 		$1.02M Sell
17,044
-369
-2% -$23.7K 0.63% 35
2024
Q4 		$1.13M Buy
17,413
+1
+0% +$67 0.66% 32
2024
Q3 		$1.13M Sell
17,412
-954
-5% -$59.7K 0.69% 31
2024
Q2 		$1.1M Sell
18,366
-707
-4% -$42.6K 0.7% 30
2024
Q1 		$1.19M Sell
19,073
-1
-0% -$59 0.86% 30
2023
Q4 		$1.14M Sell
19,074
-66
-0.3% -$3.54K 0.89% 29
2023
Q3 		$1M Buy
19,140
+42
+0.2% +$2.31K 0.9% 30
2023
Q2 		$1.05M Buy
19,098
+785
+4% +$41K 0.9% 31
2023
Q1 		$965K Buy
18,313
+54
+0.3% +$2.92K 0.93% 27
2022
Q4 		$934K Buy
+18,259
New +$940K 1.01% 24

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

Olistico Wealth's DFAS Position: Q2 2026 in Review

Olistico Wealth increased its Dimensional US Small Cap ETF (DFAS) stake by 4% in Q2 2026, buying an estimated $122K and bringing the position to 40,666 shares worth $3.35M. The position accounts for 1.43% of the portfolio, ranked #16.

Olistico Wealth first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Olistico Wealth held 40,666 shares of Dimensional US Small Cap ETF worth $3.35M as of Q2 2026.
  • Olistico Wealth bought 1,569 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $122K.
  • Dimensional US Small Cap ETF made up 1.43% of Olistico Wealth's portfolio in Q2 2026, its #16 holding.
  • Olistico Wealth first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.