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

Private Wealth Asset 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 		– Sell
-2,405
Closed -$144K – 1133
2025
Q1 		$144K Buy
+2,405
New +$155K 0.02% 268

Other funds holding DFAS

Creative Planning
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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

Private Wealth Asset Management's DFAS Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2025, closing a stake of 2,405 shares — an estimated $144K sold.

Private Wealth Asset Management first reported a position in DFAS in Q1 2025 and held it in 1 quarter. The position peaked at $144K in Q1 2025. 769 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Dimensional US Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 2,405 Dimensional US Small Cap ETF shares in Q2 2025, an estimated $144K.
  • Private Wealth Asset Management first reported a position in Dimensional US Small Cap ETF in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Dimensional US Small Cap ETF position peaked at $144K in Q1 2025.
  • 769 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.