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Resolute Wealth Advisor’s Dimensional US Small Cap ETF DFAS Stock Holding History

Resolute Wealth Advisor’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 		$693K Buy
+9,741
New +$715K 0.39% 40
2025
Q2 		$693K Buy
+9,741
New +$584K 0.39% 40

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Resolute Wealth Advisor's DFAS Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in Dimensional US Small Cap ETF (DFAS) in Q1 2026: 9,741 shares worth $693K. The stake represents 0.39% of the portfolio and ranks #40 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in DFAS as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in DFAS in Q2 2025 and has held it in 2 quarters since. 887 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Resolute Wealth Advisor held 9,741 shares of Dimensional US Small Cap ETF worth $693K as of Q1 2026.
  • Dimensional US Small Cap ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • Dimensional US Small Cap ETF made up 0.39% of Resolute Wealth Advisor's portfolio in Q1 2026, its #40 holding.
  • Resolute Wealth Advisor first reported a position in Dimensional US Small Cap ETF in Q2 2025 and has held it in 2 quarters since.
  • 887 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.