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

Smith Partners 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 		$2.33M Buy
28,314
+10,750
+61% +$833K 1.85% 15
2026
Q1 		$1.25M Buy
17,564
+4,861
+38% +$357K 1.12% 23
2025
Q4 		$885K Buy
+12,703
New +$876K 0.81% 24

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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 Partners Wealth Management's DFAS Position: Q2 2026 in Review

Smith Partners Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 61% in Q2 2026, buying an estimated $833K and bringing the position to 28,314 shares worth $2.33M. The position accounts for 1.85% of the portfolio, ranked #15.

Smith Partners Wealth Management first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Smith Partners Wealth Management held 28,314 shares of Dimensional US Small Cap ETF worth $2.33M as of Q2 2026.
  • Smith Partners Wealth Management bought 10,750 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $833K.
  • Dimensional US Small Cap ETF made up 1.85% of Smith Partners Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Smith Partners Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.