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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
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
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