SW
DFAS icon

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

SteelPeak 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
2025
Q4 		– Sell
-4,631
Closed -$317K – 560
2025
Q3 		$317K Hold
4,631
– – 0.01% 450
2025
Q2 		$295K Hold
4,631
– – 0.01% 425
2025
Q1 		$277K Hold
4,631
– – 0.01% 428
2024
Q4 		$301K Hold
4,631
– – 0.01% 416
2024
Q3 		$300K Hold
4,631
– – 0.01% 392
2024
Q2 		$278K Hold
4,631
– – 0.01% 399
2024
Q1 		$289K Hold
4,631
– – 0.01% 367
2023
Q4 		$276K Hold
4,631
– – 0.02% 348
2023
Q3 		$243K Hold
4,631
– – 0.02% 359
2023
Q2 		$254K Buy
+4,631
New +$242K 0.02% 364

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
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
AF
Align Financial Hermantown, Minnesota $176M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return