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

Selective 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 		$825K Buy
10,171
+110
+1% +$8.52K 0.22% 51
2026
Q1 		$764K Buy
+10,061
New +$738K 0.23% 50

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

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

Selective Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 1.1% in Q2 2026, buying an estimated $8.52K and bringing the position to 10,171 shares worth $825K. The position accounts for 0.22% of the portfolio, ranked #51.

Selective Wealth Management first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. 460 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Selective Wealth Management held 10,171 shares of Dimensional US Small Cap ETF worth $825K as of Q2 2026.
  • Selective Wealth Management bought 110 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $8.52K.
  • Dimensional US Small Cap ETF made up 0.22% of Selective Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Selective Wealth Management first reported a position in Dimensional US Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 460 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.