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Sawyer & Company’s Dimensional US Small Cap ETF DFAS Stock Holding History

Sawyer & Company’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 		$129K Hold
1,565
– – 0.04% 105
2026
Q1 		$111K Hold
1,565
– – 0.04% 103
2025
Q4 		$109K Sell
1,565
-880
-36% -$60.7K 0.04% 102
2025
Q3 		$156K Buy
2,445
+880
+56% +$58.7K 0.06% 95
2025
Q2 		$129K Sell
1,565
-880
-36% -$52.8K 0.04% 105
2025
Q1 		$146K Sell
2,445
-925
-27% -$59.5K 0.06% 98
2024
Q4 		$219K Hold
3,370
– – 0.08% 94
2024
Q3 		$219K Hold
3,370
– – 0.08% 95
2024
Q2 		$202K Hold
3,370
– – 0.08% 96
2024
Q1 		$210K Hold
3,370
– – 0.08% 96
2023
Q4 		$201K Sell
3,370
-1,170
-26% -$62.7K 0.09% 95
2023
Q3 		$238K Sell
4,540
-1,170
-20% -$64.5K 0.11% 92
2023
Q2 		$313K Sell
5,710
-3,990
-41% -$208K 0.14% 90
2023
Q1 		$504K Hold
9,700
– – 0.27% 74
2022
Q4 		$496K Hold
9,700
– – 0.24% 76
2022
Q3 		$451K Sell
9,700
-270
-3% -$13.8K 0.25% 77
2022
Q2 		$479K Hold
9,970
– – 0.24% 76
2022
Q1 		$559K Hold
9,970
– – 0.25% 75
2021
Q4 		$598K Hold
9,970
– – 0.26% 76
2021
Q3 		$573K Hold
9,970
– – 0.27% 76
2021
Q2 		$582K Buy
+9,970
New +$580K 0.27% 77

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

Sawyer & Company's DFAS Position: Q2 2026 in Review

Sawyer & Company held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 1,565 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #105.

Sawyer & Company first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. The position peaked at $598K in Q4 2021. 483 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Sawyer & Company held 1,565 shares of Dimensional US Small Cap ETF worth $129K as of Q2 2026.
  • Sawyer & Company left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.04% of Sawyer & Company's portfolio in Q2 2026, its #105 holding.
  • Sawyer & Company first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Sawyer & Company's Dimensional US Small Cap ETF position peaked at $598K in Q4 2021.
  • 483 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.