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

Triad Wealth Partners’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 		$268K Sell
3,254
-44
-1% -$3.41K 0.02% 471
2026
Q1 		$235K Sell
3,298
-538
-14% -$39.5K 0.02% 441
2025
Q4 		$267K Sell
3,836
-192
-5% -$13.2K 0.03% 410
2025
Q3 		$276K Buy
+4,028
New +$269K 0.04% 309

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

Triad Wealth Partners's DFAS Position: Q2 2026 in Review

Triad Wealth Partners reduced its Dimensional US Small Cap ETF (DFAS) stake by 1.3% in Q2 2026, selling an estimated $3.41K and leaving 3,254 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #471.

Triad Wealth Partners first reported a position in DFAS in Q3 2025 and has held it in 4 quarters since. The position peaked at $276K in Q3 2025. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Triad Wealth Partners held 3,254 shares of Dimensional US Small Cap ETF worth $268K as of Q2 2026.
  • Triad Wealth Partners sold 44 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $3.41K.
  • Dimensional US Small Cap ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #471 holding.
  • Triad Wealth Partners first reported a position in Dimensional US Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's Dimensional US Small Cap ETF position peaked at $276K in Q3 2025.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.