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Resonant Capital Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Resonant Capital 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 		$2.18M Buy
26,517
+1,429
+6% +$111K 0.1% 126
2026
Q1 		$1.78M Sell
25,088
-12,151
-33% -$892K 0.09% 133
2025
Q4 		$2.59M Sell
37,239
-1,185
-3% -$81.7K 0.14% 106
2025
Q3 		$2.63M Sell
38,424
-564
-1% -$37.6K 0.15% 105
2025
Q2 		$2.48M Buy
38,988
+4,113
+12% +$247K 0.16% 103
2025
Q1 		$2.08M Buy
34,875
+1,282
+4% +$82.4K 0.15% 107
2024
Q4 		$2.19M Buy
33,593
+966
+3% +$64.6K 0.16% 102
2024
Q3 		$2.12M Sell
32,627
-248
-0.8% -$15.5K 0.16% 104
2024
Q2 		$1.98M Buy
32,875
+23
+0.1% +$1.38K 0.16% 106
2024
Q1 		$2.05M Hold
32,852
– – 0.18% 105
2023
Q4 		$1.96M Buy
+32,852
New +$1.76M 0.19% 104

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Resonant Capital Advisors's DFAS Position: Q2 2026 in Review

Resonant Capital Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 5.7% in Q2 2026, buying an estimated $111K and bringing the position to 26,517 shares worth $2.18M. The position accounts for 0.1% of the portfolio, ranked #126.

Resonant Capital Advisors first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.63M in Q3 2025. 530 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Resonant Capital Advisors held 26,517 shares of Dimensional US Small Cap ETF worth $2.18M as of Q2 2026.
  • Resonant Capital Advisors bought 1,429 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $111K.
  • Dimensional US Small Cap ETF made up 0.1% of Resonant Capital Advisors's portfolio in Q2 2026, its #126 holding.
  • Resonant Capital Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Resonant Capital Advisors's Dimensional US Small Cap ETF position peaked at $2.63M in Q3 2025.
  • 530 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.