SWA
DFAS icon

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

Stratos Wealth Advisors’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 		$238K Hold
3,339
– – 0.01% 540
2025
Q4 		$233K Sell
3,339
-21,117
-86% -$1.46M 0.01% 596
2025
Q3 		$1.67M Buy
24,456
+179
+0.7% +$11.9K 0.08% 247
2025
Q2 		$1.55M Sell
24,277
-9,443
-28% -$566K 0.08% 252
2025
Q1 		$2.01M Buy
33,720
+963
+3% +$61.9K 0.11% 179
2024
Q4 		$2.13M Buy
32,757
+3,426
+12% +$229K 0.1% 204
2024
Q3 		$1.9M Buy
29,331
+1,462
+5% +$91.5K 0.09% 248
2024
Q2 		$1.67M Buy
27,869
+23,258
+504% +$1.4M 0.08% 234
2024
Q1 		$287K Buy
+4,611
New +$273K 0.02% 559

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