SWA
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Sax Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Sax Wealth 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 		$42.9M Buy
603,275
+55,564
+10% +$4.3M 1.75% 10
2026
Q1 		$38.2M Sell
547,711
-776
-0.1% -$57K 1.85% 9
2025
Q4 		$38.2M Buy
548,487
+5,000
+0.9% +$345K 1.8% 9
2025
Q3 		$37.2M Sell
543,487
-24,436
-4% -$1.63M 2% 9
2025
Q2 		$36.2M Buy
567,923
+15,181
+3% +$910K 2.18% 8
2025
Q1 		$33M Buy
552,742
+13,071
+2% +$841K 2.36% 10
2024
Q4 		$35.1M Buy
539,671
+5,061
+0.9% +$338K 2.75% 9
2024
Q3 		$34.7M Buy
534,610
+21,462
+4% +$1.34M 3.09% 8
2024
Q2 		$30.8M Buy
513,148
+38,440
+8% +$2.31M 2.94% 9
2024
Q1 		$29.6M Buy
474,708
+180,017
+61% +$10.7M 3.46% 9
2023
Q4 		$17.6M Buy
294,691
+16,980
+6% +$910K 2.87% 9
2023
Q3 		$14.6M Buy
277,711
+6,598
+2% +$363K 2.87% 9
2023
Q2 		$14.9M Sell
271,113
-259
-0.1% -$13.5K 2.96% 8
2023
Q1 		$14.3M Buy
271,372
+1,751
+0.6% +$94.8K 3.11% 7
2022
Q4 		$13.8M Sell
269,621
-10,745
-4% -$553K 3.18% 7
2022
Q3 		$13M Buy
280,366
+12,299
+5% +$628K 3.36% 7
2022
Q2 		$12.9M Buy
268,067
+9,830
+4% +$510K 3.27% 8
2022
Q1 		$14.5M Sell
258,237
-7,261
-3% -$409K 3.5% 7
2021
Q4 		$15.9M Sell
265,498
-2,242
-0.8% -$135K 3.32% 8
2021
Q3 		$15.4M Buy
+267,740
New +$15.4M 3.65% 8

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sax Wealth Advisors's DFAS Position: Q2 2026 in Review

Sax Wealth Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 10% in Q2 2026, buying an estimated $4.3M and bringing the position to 603,275 shares worth $42.9M. The position accounts for 1.75% of the portfolio, ranked #10.

Sax Wealth Advisors first reported a position in DFAS in Q3 2021 and has held it in 20 quarters since. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Sax Wealth Advisors held 603,275 shares of Dimensional US Small Cap ETF worth $42.9M as of Q2 2026.
  • Sax Wealth Advisors bought 55,564 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $4.3M.
  • Dimensional US Small Cap ETF made up 1.75% of Sax Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Sax Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.