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

Stone Summit 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
2026
Q1 		$479K Hold
6,737
– – 0.13% 94
2025
Q4 		$469K Hold
6,737
– – 0.13% 103
2025
Q3 		$461K Hold
6,737
– – 0.13% 104
2025
Q2 		$429K Hold
6,737
– – 0.13% 109
2025
Q1 		$403K Sell
6,737
-370
-5% -$23.8K 0.14% 110
2024
Q4 		$463K Buy
7,107
+370
+5% +$24.7K 0.16% 101
2024
Q3 		$437K Hold
6,737
– – 0.14% 108
2024
Q2 		$405K Hold
6,737
– – 0.15% 107
2024
Q1 		$420K Hold
6,737
– – 0.15% 107
2023
Q4 		$402K Hold
6,737
– – 0.15% 112
2023
Q3 		$354K Hold
6,737
– – 0.15% 114
2023
Q2 		$369K Hold
6,737
– – 0.15% 108
2023
Q1 		$355K Hold
6,737
– – 0.16% 105
2022
Q4 		$345K Hold
6,737
– – 0.17% 106
2022
Q3 		$313K Hold
6,737
– – 0.19% 101
2022
Q2 		$323K Hold
6,737
– – 0.19% 103
2022
Q1 		$380K Hold
6,737
– – 0.21% 98
2021
Q4 		$404K Buy
+6,737
New +$407K 0.33% 85

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Stone Summit Wealth's DFAS Position: Q1 2026 in Review

Stone Summit Wealth held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 6,737 shares worth $479K. The position accounts for 0.13% of the portfolio, ranked #94.

Stone Summit Wealth first reported a position in DFAS in Q4 2021 and has held it in 18 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Stone Summit Wealth held 6,737 shares of Dimensional US Small Cap ETF worth $479K as of Q1 2026.
  • Stone Summit Wealth left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional US Small Cap ETF made up 0.13% of Stone Summit Wealth's portfolio in Q1 2026, its #94 holding.
  • Stone Summit Wealth first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.