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

Rockwood 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	$1.94M	Hold	23,598	–	–	0.12%	36
2026 Q1	$1.68M	Buy	23,598 +1,267	+6%	+$93K	0.12%	34
2025 Q4	$1.56M	Hold	22,331	–	–	0.12%	38
2025 Q3	$1.53M	Hold	22,331	–	–	0.12%	34
2025 Q2	$1.42M	Buy	22,331 +13,000	+139%	+$779K	0.13%	35
2025 Q1	$558K	Buy	9,331 +4,513	+94%	+$290K	0.06%	51
2024 Q4	$313K	Buy	4,818 +3	+0.1%	+$201	0.03%	69
2024 Q3	$312K	Buy	4,815 +3	+0.1%	+$188	0.03%	66
2024 Q2	$289K	Sell	4,812 -5,363	-53%	-$323K	0.04%	66
2024 Q1	$634K	Buy	10,175 +6,735	+196%	+$399K	0.08%	39
2023 Q4	$205K	Sell	3,440 -739	-18%	-$39.6K	0.03%	74
2023 Q3	$219K	Buy	4,179 +3	+0.1%	+$165	0.04%	61
2023 Q2	$229K	Buy	4,176 +4	+0.1%	+$209	0.04%	72
2023 Q1	$220K	Buy	+4,172	New	+$226K	0.04%	67

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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

Rockwood Wealth Management's DFAS Position: Q2 2026 in Review

Rockwood Wealth Management held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 23,598 shares worth $1.94M. The position accounts for 0.12% of the portfolio, ranked #36.

Rockwood Wealth Management first reported a position in DFAS in Q1 2023 and has held it in 14 quarters since. 483 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Rockwood Wealth Management held 23,598 shares of Dimensional US Small Cap ETF worth $1.94M as of Q2 2026.
Rockwood Wealth Management left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
Dimensional US Small Cap ETF made up 0.12% of Rockwood Wealth Management's portfolio in Q2 2026, its #36 holding.
Rockwood Wealth Management first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
483 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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