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

StrongBox 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	$689K	Sell	9,687 -4,760	-33%	-$349K	0.22%	62
2025 Q4	$1.01M	Sell	14,447 -4,775	-25%	-$329K	0.33%	49
2025 Q3	$1.32M	Sell	19,222 -17,766	-48%	-$1.19M	0.45%	44
2025 Q2	$2.36M	Buy	36,988 +1,039	+3%	+$62.3K	0.89%	32
2025 Q1	$2.15M	Buy	35,949 +2,028	+6%	+$130K	0.9%	33
2024 Q4	$2.21M	Buy	33,921 +5,692	+20%	+$381K	0.93%	32
2024 Q3	$1.83M	Buy	28,229 +9,145	+48%	+$572K	0.78%	36
2024 Q2	$1.15M	Buy	+19,084	New	+$1.15M	0.54%	43

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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 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

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

StrongBox Wealth's DFAS Position: Q1 2026 in Review

StrongBox Wealth reduced its Dimensional US Small Cap ETF (DFAS) stake by 33% in Q1 2026, selling an estimated $349K and leaving 9,687 shares worth $689K. The position accounts for 0.22% of the portfolio, ranked #62.

StrongBox Wealth first reported a position in DFAS in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.36M in Q2 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

StrongBox Wealth held 9,687 shares of Dimensional US Small Cap ETF worth $689K as of Q1 2026.
StrongBox Wealth sold 4,760 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $349K.
Dimensional US Small Cap ETF made up 0.22% of StrongBox Wealth's portfolio in Q1 2026, its #62 holding.
StrongBox Wealth first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
StrongBox Wealth's Dimensional US Small Cap ETF position peaked at $2.36M in Q2 2025.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on StrongBox Wealth's 13F filing for Q1 2026, filed 8 May 2026.