USCWA
DFAS icon

U.S. Capital Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

U.S. Capital Wealth Advisors’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 		$1.09M Buy
15,368
+1,615
+12% +$119K 0.03% 487
2025
Q4 		$958K Buy
13,753
+5
+0% +$345 0.03% 502
2025
Q3 		$941K Sell
13,748
-1,995
-13% -$133K 0.03% 479
2025
Q2 		$1M Sell
15,743
-8,605
-35% -$516K 0.03% 429
2025
Q1 		$1.45M Sell
24,348
-2,031
-8% -$131K 0.04% 352
2024
Q4 		$1.72M Sell
26,379
-154
-0.6% -$10.3K 0.05% 331
2024
Q3 		$1.72M Buy
26,533
+2,601
+11% +$163K 0.06% 266
2024
Q2 		$1.44M Sell
23,932
-183
-0.8% -$11K 0.05% 299
2024
Q1 		$1.5M Buy
24,115
+373
+2% +$22.1K 0.06% 274
2023
Q4 		$1.42M Buy
23,742
+10,000
+73% +$536K 0.06% 280
2023
Q3 		$721K Sell
13,742
-367
-3% -$20.2K 0.03% 363
2023
Q2 		$773K Hold
14,109
– – 0.04% 368
2023
Q1 		$744K Sell
14,109
-4,087
-22% -$221K 0.03% 358
2022
Q4 		$931K Buy
18,196
+1,212
+7% +$62.4K 0.04% 339
2022
Q3 		$790K Buy
16,984
+247
+1% +$12.6K 0.04% 365
2022
Q2 		$803K Sell
16,737
-326
-2% -$16.9K 0.04% 388
2022
Q1 		$957K Hold
17,063
– – 0.04% 402
2021
Q4 		$1.02M Sell
17,063
-500
-3% -$30.2K 0.04% 397
2021
Q3 		$1.01M Buy
+17,563
New +$1.01M 0.04% 381

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 $2.31B AUM 26.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

U.S. Capital Wealth Advisors's DFAS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 12% in Q1 2026, buying an estimated $119K and bringing the position to 15,368 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #487.

U.S. Capital Wealth Advisors first reported a position in DFAS in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q3 2024. 884 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • U.S. Capital Wealth Advisors held 15,368 shares of Dimensional US Small Cap ETF worth $1.09M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 1,615 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $119K.
  • Dimensional US Small Cap ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #487 holding.
  • U.S. Capital Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Dimensional US Small Cap ETF position peaked at $1.72M in Q3 2024.
  • 884 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.