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

Signature Wealth Management Group’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	$345K	Sell	4,846 -7	-0.1%	-$514	0.13%	110
2025 Q4	$338K	Sell	4,853 -114	-2%	-$7.86K	0.14%	92
2025 Q3	$340K	Buy	4,967 +15	+0.3%	+$1K	0.13%	97
2025 Q2	$315K	Sell	4,952 -739	-13%	-$44.3K	0.12%	99
2025 Q1	$340K	Sell	5,691 -541	-9%	-$34.8K	0.13%	97
2024 Q4	$406K	Buy	6,232 +2,905	+87%	+$194K	0.16%	92
2024 Q3	$216K	Buy	+3,327	New	+$208K	0.09%	103
2024 Q1	–	Sell	-9,782	Closed	-$583K	–	103
2023 Q4	$583K	Buy	+9,782	New	+$524K	0.27%	79

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

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

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Signature Wealth Management Group's DFAS Position: Q1 2026 in Review

Signature Wealth Management Group reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.14% in Q1 2026, selling an estimated $514 and leaving 4,846 shares worth $345K. The position accounts for 0.13% of the portfolio, ranked #110.

Signature Wealth Management Group first reported a position in DFAS in Q4 2023 and has held it in 8 quarters since. The position peaked at $583K in Q4 2023. 888 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Signature Wealth Management Group held 4,846 shares of Dimensional US Small Cap ETF worth $345K as of Q1 2026.
Signature Wealth Management Group sold 7 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $514.
Dimensional US Small Cap ETF made up 0.13% of Signature Wealth Management Group's portfolio in Q1 2026, its #110 holding.
Signature Wealth Management Group first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 8 quarters since.
Signature Wealth Management Group's Dimensional US Small Cap ETF position peaked at $583K in Q4 2023.
888 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.