RSWM
DFAS icon

Robertson Stephens Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Robertson Stephens 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 		$909K Buy
11,037
+933
+9% +$72.3K 0.02% 333
2026
Q1 		$719K Sell
10,104
-815
-7% -$59.8K 0.02% 357
2025
Q4 		$761K Buy
10,919
+3,546
+48% +$244K 0.02% 352
2025
Q3 		$505K Sell
7,373
-720
-9% -$48.1K 0.02% 352
2025
Q2 		$516K Buy
8,093
+353
+5% +$21.2K 0.02% 359
2025
Q1 		$462K Buy
7,740
+1,097
+17% +$70.5K 0.02% 375
2024
Q4 		$432K Buy
6,643
+383
+6% +$25.6K 0.02% 389
2024
Q3 		$406K Buy
6,260
+419
+7% +$26.2K 0.01% 456
2024
Q2 		$351K Hold
5,841
– – 0.02% 391
2024
Q1 		$364K Hold
5,841
– – 0.02% 396
2023
Q4 		$348K Sell
5,841
-2,127
-27% -$114K 0.02% 359
2023
Q3 		$418K Hold
7,968
– – 0.03% 328
2023
Q2 		$437K Hold
7,968
– – 0.03% 301
2023
Q1 		$420K Hold
7,968
– – 0.03% 314
2022
Q4 		$408K Hold
7,968
– – 0.04% 288
2022
Q3 		$370K Hold
7,968
– – 0.04% 253
2022
Q2 		$382K Hold
7,968
– – 0.04% 268
2022
Q1 		$446K Sell
7,968
-133
-2% -$7.49K 0.04% 263
2021
Q4 		$485K Hold
8,101
– – 0.04% 258
2021
Q3 		$465K Hold
8,101
– – 0.05% 213
2021
Q2 		$473K Buy
+8,101
New +$471K 0.06% 213

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
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
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Robertson Stephens Wealth Management's DFAS Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 9.2% in Q2 2026, buying an estimated $72.3K and bringing the position to 11,037 shares worth $909K. The position accounts for 0.02% of the portfolio, ranked #333.

Robertson Stephens Wealth Management first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 479 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Robertson Stephens Wealth Management held 11,037 shares of Dimensional US Small Cap ETF worth $909K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 933 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $72.3K.
  • Dimensional US Small Cap ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Robertson Stephens Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 479 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.