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

Simplicity Wealth’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	$595K	Sell	8,364 -1,269	-13%	-$93.1K	0.03%	413
2025 Q4	$671K	Buy	9,633 +226	+2%	+$15.6K	0.04%	364
2025 Q3	$644K	Sell	9,407 -11,295	-55%	-$754K	0.04%	389
2025 Q2	$1.32M	Buy	20,702 +10,577	+104%	+$634K	0.05%	278
2025 Q1	$605K	Buy	+10,125	New	+$651K	0.05%	314
2024 Q4	–	Sell	-10,553	Closed	-$684K	–	378
2024 Q3	$684K	Sell	10,553 -2,468	-19%	-$154K	0.06%	243
2024 Q2	$782K	Buy	+13,021	New	+$784K	0.02%	604

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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 $1.88B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Simplicity Wealth's DFAS Position: Q1 2026 in Review

Simplicity Wealth reduced its Dimensional US Small Cap ETF (DFAS) stake by 13% in Q1 2026, selling an estimated $93.1K and leaving 8,364 shares worth $595K. The position accounts for 0.03% of the portfolio, ranked #413.

Simplicity Wealth first reported a position in DFAS in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q2 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Simplicity Wealth held 8,364 shares of Dimensional US Small Cap ETF worth $595K as of Q1 2026.
Simplicity Wealth sold 1,269 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $93.1K.
Dimensional US Small Cap ETF made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #413 holding.
Simplicity Wealth first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 7 quarters since.
Simplicity Wealth's Dimensional US Small Cap ETF position peaked at $1.32M in Q2 2025.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.