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Stolz & Associates’s Dimensional US Small Cap ETF DFAS Stock Holding History

Stolz & Associates’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 		$218K Buy
+2,647
New +$205K 0.14% 30

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

Stolz & Associates's DFAS Position: Q2 2026 in Review

Stolz & Associates opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 2,647 shares worth $218K. The stake represents 0.14% of the portfolio and ranks #30 among its holdings.

907 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Stolz & Associates held 2,647 shares of Dimensional US Small Cap ETF worth $218K as of Q2 2026.
  • Dimensional US Small Cap ETF was a new Stolz & Associates position in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.14% of Stolz & Associates's portfolio in Q2 2026, its #30 holding.
  • 907 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.