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

Physician Wealth Advisors’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	$6.25M	Sell	75,964 -28	-0%	-$2.17K	0.75%	27
2026 Q1	$5.41M	Buy	75,992 +801	+1%	+$58.8K	0.75%	28
2025 Q4	$5.24M	Buy	75,191 +1,316	+2%	+$90.7K	0.73%	31
2025 Q3	$5.06M	Buy	73,875 +9,769	+15%	+$652K	0.72%	31
2025 Q2	$4.08M	Buy	64,106 +1,530	+2%	+$91.7K	0.64%	34
2025 Q1	$3.74M	Sell	62,576 -14,343	-19%	-$922K	0.64%	34
2024 Q4	$5.01M	Sell	76,919 -1,634	-2%	-$109K	0.85%	30
2024 Q3	$5.14M	Sell	78,553 -4,342	-5%	-$272K	0.93%	29
2024 Q2	$5.41M	Buy	82,895 +2,479	+3%	+$149K	1%	28
2024 Q1	$4.66M	Buy	80,416 +1,928	+2%	+$114K	0.98%	25
2023 Q4	$4.61M	Buy	78,488 +1,380	+2%	+$74K	1.03%	24
2023 Q3	$4M	Buy	77,108 +689	+0.9%	+$38K	1.03%	25
2023 Q2	$4.21M	Sell	76,419 -3,886	-5%	-$203K	1.04%	25
2023 Q1	$4.22M	Buy	80,305 +3,793	+5%	+$205K	1.11%	24
2022 Q4	$4.18M	Buy	76,512 +8,513	+13%	+$438K	1.13%	22
2022 Q3	$3.37M	Buy	67,999 +15,995	+31%	+$817K	1.04%	25
2022 Q2	$2.77M	Buy	52,004 +21,720	+72%	+$1.13M	0.8%	27
2022 Q1	$1.64M	Buy	+30,284	New	+$1.7M	0.44%	43

Other funds holding DFAS

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Physician Wealth Advisors's DFAS Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.04% in Q2 2026, selling an estimated $2.17K and leaving 75,964 shares worth $6.25M. The position accounts for 0.75% of the portfolio, ranked #27.

Physician Wealth Advisors first reported a position in DFAS in Q1 2022 and has held it in 18 quarters since. 483 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Physician Wealth Advisors held 75,964 shares of Dimensional US Small Cap ETF worth $6.25M as of Q2 2026.
Physician Wealth Advisors sold 28 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $2.17K.
Dimensional US Small Cap ETF made up 0.75% of Physician Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Physician Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q1 2022 and has held it in 18 quarters since.
483 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.