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

Parkworth Wealth Management’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
2025
Q2 		$2.97M Buy
46,687
+1,391
+3% +$83.4K 2.15% 15
2025
Q1 		$2.71M Sell
45,296
-145
-0.3% -$9.32K 2.16% 15
2024
Q4 		$2.96M Buy
+45,441
New +$3.04M 2.46% 14

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Parkworth Wealth Management's DFAS Position: Q2 2025 in Review

Parkworth Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 3.1% in Q2 2025, buying an estimated $83.4K and bringing the position to 46,687 shares worth $2.97M. The position accounts for 2.15% of the portfolio, ranked #15.

Parkworth Wealth Management first reported a position in DFAS in Q4 2024 and has held it in 3 quarters since. 769 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

  • Parkworth Wealth Management held 46,687 shares of Dimensional US Small Cap ETF worth $2.97M as of Q2 2025.
  • Parkworth Wealth Management bought 1,391 Dimensional US Small Cap ETF shares in Q2 2025, an estimated $83.4K.
  • Dimensional US Small Cap ETF made up 2.15% of Parkworth Wealth Management's portfolio in Q2 2025, its #15 holding.
  • Parkworth Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 769 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.