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

SHP 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
Q1 		$20.6K Hold
290
– – ﹤0.01% 716
2025
Q4 		$20.2K Buy
+290
New +$20K ﹤0.01% 684

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

SHP Wealth Management's DFAS Position: Q1 2026 in Review

SHP Wealth Management held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 290 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

SHP Wealth Management first reported a position in DFAS in Q4 2025 and has held it in 2 quarters since. 885 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • SHP Wealth Management held 290 shares of Dimensional US Small Cap ETF worth $20.6K as of Q1 2026.
  • SHP Wealth Management left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional US Small Cap ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #716 holding.
  • SHP Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 885 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.