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

Spire 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 		$11.7M Buy
141,576
+3,282
+2% +$254K 0.35% 65
2026
Q1 		$9.84M Buy
138,294
+2,465
+2% +$181K 0.34% 63
2025
Q4 		$9.46M Buy
135,829
+3,773
+3% +$260K 0.32% 64
2025
Q3 		$9.04M Sell
132,056
-1,061
-0.8% -$70.8K 0.31% 72
2025
Q2 		$8.48M Sell
133,117
-999
-0.7% -$59.9K 0.3% 66
2025
Q1 		$8.01M Buy
134,116
+3,799
+3% +$244K 0.26% 85
2024
Q4 		$8.48M Buy
130,317
+1,353
+1% +$90.5K 0.26% 84
2024
Q3 		$8.36M Sell
128,964
-1,905
-1% -$119K 0.28% 80
2024
Q2 		$7.86M Sell
130,869
-1,646
-1% -$99.1K 0.28% 80
2024
Q1 		$8.26M Buy
132,515
+1,788
+1% +$106K 0.15% 105
2023
Q4 		$7.54M Sell
130,727
-1,625
-1% -$87.1K 0.25% 83
2023
Q3 		$6.95M Buy
132,352
+351
+0.3% +$19.3K 0.26% 76
2023
Q2 		$7.23M Sell
132,001
-337
-0.3% -$17.6K 0.27% 76
2023
Q1 		$6.97M Buy
132,338
+19,703
+17% +$1.07M 0.27% 84
2022
Q4 		$5.76M Buy
112,635
+11,968
+12% +$616K 0.32% 72
2022
Q3 		$4.68M Sell
100,667
-34,801
-26% -$1.78M 0.28% 83
2022
Q2 		$6.5M Buy
+135,468
New +$7.02M 0.27% 98

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Spire Wealth Management's DFAS Position: Q2 2026 in Review

Spire Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 2.4% in Q2 2026, buying an estimated $254K and bringing the position to 141,576 shares worth $11.7M. The position accounts for 0.35% of the portfolio, ranked #65.

Spire Wealth Management first reported a position in DFAS in Q2 2022 and has held it in 17 quarters since. 180 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Spire Wealth Management held 141,576 shares of Dimensional US Small Cap ETF worth $11.7M as of Q2 2026.
  • Spire Wealth Management bought 3,282 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $254K.
  • Dimensional US Small Cap ETF made up 0.35% of Spire Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Spire Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 180 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.