Stordahl Capital Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Stordahl Capital 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	$59.6M	Buy	724,321 +12,425	+2%	+$963K	10.92%	2
2026 Q1	$50.6M	Sell	711,896 -9,510	-1%	-$698K	10.43%	2
2025 Q4	$50.3M	Sell	721,406 -199	-0%	-$13.7K	10.35%	2
2025 Q3	$49.4M	Buy	721,605 +14,388	+2%	+$960K	10.38%	2
2025 Q2	$45.1M	Buy	707,217 +3,729	+0.5%	+$224K	10.01%	2
2025 Q1	$42M	Buy	703,488 +29,935	+4%	+$1.93M	9.97%	3
2024 Q4	$43.8M	Buy	673,553 +1,265	+0.2%	+$84.6K	10.37%	2
2024 Q3	$43.1M	Sell	672,288 -1,436	-0.2%	-$89.9K	10.25%	3
2024 Q2	$40.5M	Buy	673,724 +7,228	+1%	+$435K	10.13%	3
2024 Q1	$41.5M	Buy	666,496 +19,883	+3%	+$1.18M	10.41%	3
2023 Q4	$38.6M	Buy	646,613 +12,673	+2%	+$679K	10.48%	3
2023 Q3	$33.3M	Buy	633,940 +11,297	+2%	+$622K	10.06%	3
2023 Q2	$34.1M	Buy	622,643 +32,584	+6%	+$1.7M	9.84%	3
2023 Q1	$31.1M	Buy	590,059 +15,342	+3%	+$831K	9.47%	3
2022 Q4	$29.4M	Buy	574,717 +21,832	+4%	+$1.12M	9.63%	4
2022 Q3	$25.7M	Buy	552,885 +134,315	+32%	+$6.86M	9.29%	4
2022 Q2	$20.1M	Buy	418,570 +114,610	+38%	+$5.94M	7.63%	4
2022 Q1	$17M	Buy	303,960 +118,954	+64%	+$6.7M	6.32%	4
2021 Q4	$11.1M	Buy	185,006 +84,306	+84%	+$5.09M	4.13%	9
2021 Q3	$5.79M	Buy	100,700 +30,133	+43%	+$1.74M	2.31%	11
2021 Q2	$4.12M	Buy	+70,567	New	+$4.11M	1.67%	12

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

RFP

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

Stordahl Capital Management's DFAS Position: Q2 2026 in Review

Stordahl Capital Management increased its Dimensional US Small Cap ETF (DFAS) stake by 1.7% in Q2 2026, buying an estimated $963K and bringing the position to 724,321 shares worth $59.6M. The position accounts for 10.92% of the portfolio, ranked #2.

Stordahl Capital Management first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Stordahl Capital Management held 724,321 shares of Dimensional US Small Cap ETF worth $59.6M as of Q2 2026.
Stordahl Capital Management bought 12,425 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $963K.
Dimensional US Small Cap ETF made up 10.92% of Stordahl Capital Management's portfolio in Q2 2026, its #2 holding.
Stordahl Capital Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.