PlanWiser Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History

PlanWiser Financial’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	$650K	Sell	8,640 -40	-0.5%	-$2.94K	0.47%	37
2025 Q4	$654K	Buy	8,680 +344	+4%	+$23.7K	0.49%	36
2025 Q3	$566K	Buy	8,336 +46	+0.6%	+$3.07K	0.45%	38
2025 Q2	$547K	Sell	8,290 -148	-2%	-$8.87K	0.47%	34
2025 Q1	$499K	Buy	+8,438	New	+$543K	0.45%	37

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 $2.31B AUM 26.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

PlanWiser Financial's DFAS Position: Q1 2026 in Review

PlanWiser Financial reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.46% in Q1 2026, selling an estimated $2.94K and leaving 8,640 shares worth $650K. The position accounts for 0.47% of the portfolio, ranked #37.

PlanWiser Financial first reported a position in DFAS in Q1 2025 and has held it in 5 quarters since. The position peaked at $654K in Q4 2025. 881 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

PlanWiser Financial held 8,640 shares of Dimensional US Small Cap ETF worth $650K as of Q1 2026.
PlanWiser Financial sold 40 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $2.94K.
Dimensional US Small Cap ETF made up 0.47% of PlanWiser Financial's portfolio in Q1 2026, its #37 holding.
PlanWiser Financial first reported a position in Dimensional US Small Cap ETF in Q1 2025 and has held it in 5 quarters since.
PlanWiser Financial's Dimensional US Small Cap ETF position peaked at $654K in Q4 2025.
881 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.