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

Physician Wealth Solutions’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 		$4.35M Hold
52,865
– – 1.65% 20
2026
Q1 		$3.76M Hold
52,865
– – 1.56% 19
2025
Q4 		$3.68M Hold
52,865
– – 1.56% 20
2025
Q3 		$3.62M Hold
52,865
– – 1.58% 20
2025
Q2 		$3.37M Hold
52,865
– – 1.56% 20
2025
Q1 		$3.16M Hold
52,865
– – 1.59% 19
2024
Q4 		$3.44M Hold
52,865
– – 1.72% 16
2024
Q3 		$3.44M Hold
52,865
– – 1.71% 16
2024
Q2 		$3.18M Buy
52,865
+30
+0.1% +$1.81K 2.27% 14
2024
Q1 		$3.29M Hold
52,835
– – 2.77% 14
2023
Q4 		$3.15M Buy
+52,835
New +$2.83M 3.14% 15

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

Physician Wealth Solutions held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 52,865 shares worth $4.35M. The position accounts for 1.65% of the portfolio, ranked #20.

Physician Wealth Solutions first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 180 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Physician Wealth Solutions held 52,865 shares of Dimensional US Small Cap ETF worth $4.35M as of Q2 2026.
  • Physician Wealth Solutions left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up 1.65% of Physician Wealth Solutions's portfolio in Q2 2026, its #20 holding.
  • Physician Wealth Solutions first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 180 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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