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Smith & Howard Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Smith & Howard 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 		– Sell
-3,903
Closed -$278K – 102
2026
Q1 		$278K Buy
+3,903
New +$286K 0.06% 70

Other funds holding DFAS

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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Smith & Howard Wealth Management's DFAS Position: Q2 2026 in Review

Smith & Howard Wealth Management sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2026, closing a stake of 3,903 shares — an estimated $278K sold.

Smith & Howard Wealth Management first reported a position in DFAS in Q1 2026 and held it in 1 quarter. The position peaked at $278K in Q1 2026. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Smith & Howard Wealth Management reported no remaining Dimensional US Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 3,903 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $278K.
  • Smith & Howard Wealth Management first reported a position in Dimensional US Small Cap ETF in Q1 2026 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Dimensional US Small Cap ETF position peaked at $278K in Q1 2026.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.