Signature Estate & Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Signature Estate & Investment 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	$5.25M	Buy	63,774 +3,397	+6%	+$263K	0.09%	100
2026 Q1	$4.29M	Buy	60,377 +4,043	+7%	+$297K	0.09%	110
2025 Q4	$3.92M	Buy	56,334 +10,868	+24%	+$749K	0.08%	116
2025 Q3	$3.11M	Buy	45,466 +10,098	+29%	+$674K	0.07%	132
2025 Q2	$2.25M	Buy	35,368 +23,569	+200%	+$1.41M	0.05%	144
2025 Q1	$705K	Buy	11,799 +640	+6%	+$41.2K	0.02%	275
2024 Q4	$726K	Buy	+11,159	New	+$746K	0.02%	271

Other funds holding DFAS

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

Evanson Financial Mclean, Virginia $2.04B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return