RF&L Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

RF&L Wealth 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
2026 Q2	$7.5M	Buy	91,061 +99	+0.1%	+$7.67K	5.07%	6
2026 Q1	$6.47M	Sell	90,962 -2,106	-2%	-$155K	4.84%	7
2025 Q4	$6.48M	Sell	93,068 -95	-0.1%	-$6.55K	3.63%	7
2025 Q3	$6.38M	Buy	93,163 +1,438	+2%	+$96K	3.74%	7
2025 Q2	$5.84M	Sell	91,725 -4,680	-5%	-$281K	3.77%	6
2025 Q1	$5.76M	Buy	96,405 +2,183	+2%	+$140K	4.12%	7
2024 Q4	$6.13M	Sell	94,222 -103	-0.1%	-$6.89K	4.34%	7
2024 Q3	$6.12M	Sell	94,325 -325	-0.3%	-$20.3K	4.33%	7
2024 Q2	$5.69M	Buy	94,650 +10	+0%	+$602	4.33%	7
2024 Q1	$5.9M	Sell	94,640 -5,363	-5%	-$317K	4.54%	7
2023 Q4	$5.96M	Buy	100,003 +816	+0.8%	+$43.7K	4.96%	7
2023 Q3	$5.21M	Buy	99,187 +398	+0.4%	+$21.9K	4.83%	7
2023 Q2	$5.41M	Buy	98,789 +9	+0%	+$470	4.94%	7
2023 Q1	$5.21M	Sell	98,780 -120	-0.1%	-$6.5K	5.05%	7
2022 Q4	$5.06M	Buy	+98,900	New	+$5.09M	5.21%	6

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RF&L Wealth Management's DFAS Position: Q2 2026 in Review

RF&L Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 0.11% in Q2 2026, buying an estimated $7.67K and bringing the position to 91,061 shares worth $7.5M. The position accounts for 5.07% of the portfolio, ranked #6.

RF&L Wealth Management first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

RF&L Wealth Management held 91,061 shares of Dimensional US Small Cap ETF worth $7.5M as of Q2 2026.
RF&L Wealth Management bought 99 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $7.67K.
Dimensional US Small Cap ETF made up 5.07% of RF&L Wealth Management's portfolio in Q2 2026, its #6 holding.
RF&L Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.