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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

SteelPeak Wealth's DFAS Position: Q4 2025 in Review

SteelPeak Wealth sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2025, closing a stake of 4,631 shares — an estimated $317K sold.

SteelPeak Wealth first reported a position in DFAS in Q2 2023 and held it in 10 quarters. The position peaked at $317K in Q3 2025. 870 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

SteelPeak Wealth reported no remaining Dimensional US Small Cap ETF position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 4,631 Dimensional US Small Cap ETF shares in Q4 2025, an estimated $317K.
SteelPeak Wealth first reported a position in Dimensional US Small Cap ETF in Q2 2023 and held it in 10 quarters.
SteelPeak Wealth's Dimensional US Small Cap ETF position peaked at $317K in Q3 2025.
870 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.