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Tred Avon Family Wealth’s Dimensional US Small Cap ETF DFAS Stock Holding History

Tred Avon Family 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
Q2 		$264K Hold
3,210
– – 0.08% 240
2026
Q1 		$228K Hold
3,210
– – 0.08% 252
2025
Q4 		$224K Hold
3,210
– – 0.07% 240
2025
Q3 		$220K Buy
+3,210
New +$214K 0.08% 232

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

Tred Avon Family Wealth's DFAS Position: Q2 2026 in Review

Tred Avon Family Wealth held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 3,210 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #240.

Tred Avon Family Wealth first reported a position in DFAS in Q3 2025 and has held it in 4 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Tred Avon Family Wealth held 3,210 shares of Dimensional US Small Cap ETF worth $264K as of Q2 2026.
  • Tred Avon Family Wealth left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.08% of Tred Avon Family Wealth's portfolio in Q2 2026, its #240 holding.
  • Tred Avon Family Wealth first reported a position in Dimensional US Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.