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

True Wealth Design’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	$132K	Sell	1,600 -49	-3%	-$3.8K	0.03%	189
2026 Q1	$117K	Sell	1,649 -285	-15%	-$20.9K	0.03%	175
2025 Q4	$135K	Sell	1,934 -43	-2%	-$2.96K	0.04%	134
2025 Q3	$135K	Hold	1,977	–	–	0.04%	113
2025 Q2	$126K	Hold	1,977	–	–	0.04%	83
2025 Q1	$118K	Sell	1,977 -180	-8%	-$11.6K	0.05%	73
2024 Q4	$140K	Sell	2,157 -52	-2%	-$3.48K	0.05%	41
2024 Q3	$143K	Hold	2,209	–	–	0.06%	36
2024 Q2	$133K	Sell	2,209 -194	-8%	-$11.7K	0.03%	127
2024 Q1	$150K	Hold	2,403	–	–	0.04%	125
2023 Q4	$143K	Sell	2,403 -135	-5%	-$7.23K	0.04%	124
2023 Q3	$133K	Sell	2,538 -821	-24%	-$45.2K	0.04%	122
2023 Q2	$184K	Hold	3,359	–	–	0.07%	114
2023 Q1	$177K	Buy	+3,359	New	+$182K	0.07%	119

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

True Wealth Design's DFAS Position: Q2 2026 in Review

True Wealth Design reduced its Dimensional US Small Cap ETF (DFAS) stake by 3% in Q2 2026, selling an estimated $3.8K and leaving 1,600 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #189.

True Wealth Design first reported a position in DFAS in Q1 2023 and has held it in 14 quarters since. The position peaked at $184K in Q2 2023. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

True Wealth Design held 1,600 shares of Dimensional US Small Cap ETF worth $132K as of Q2 2026.
True Wealth Design sold 49 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $3.8K.
Dimensional US Small Cap ETF made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #189 holding.
True Wealth Design first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
True Wealth Design's Dimensional US Small Cap ETF position peaked at $184K in Q2 2023.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.