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

Perigon 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
2026 Q1	$662K	Buy	9,313 +13	+0.1%	+$954	0.01%	667
2025 Q4	$648K	Buy	9,300 +643	+7%	+$44.3K	0.01%	683
2025 Q3	$593K	Buy	8,657 +5	+0.1%	+$334	0.01%	680
2025 Q2	$551K	Buy	8,652 +155	+2%	+$9.29K	0.01%	642
2025 Q1	$508K	Buy	8,497 +4	+0%	+$257	0.01%	633
2024 Q4	$567K	Buy	+8,493	New	+$568K	0.01%	603
2023 Q4	–	Sell	-3,947	Closed	-$207K	–	845
2023 Q3	$207K	Sell	3,947 -672	-15%	-$37K	0.01%	724
2023 Q2	$253K	Buy	+4,619	New	+$241K	0.01%	670

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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 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

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Perigon Wealth Management's DFAS Position: Q1 2026 in Review

Perigon Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 0.14% in Q1 2026, buying an estimated $954 and bringing the position to 9,313 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #667.

Perigon Wealth Management first reported a position in DFAS in Q2 2023 and has held it in 8 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Perigon Wealth Management held 9,313 shares of Dimensional US Small Cap ETF worth $662K as of Q1 2026.
Perigon Wealth Management bought 13 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $954.
Dimensional US Small Cap ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #667 holding.
Perigon Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2023 and has held it in 8 quarters since.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.