UWM
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USAdvisors Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

USAdvisors Wealth Management’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 		$1.75M Buy
21,246
+1,515
+8% +$117K 0.5% 47
2026
Q1 		$1.36M Sell
19,731
-170
-0.9% -$12.5K 0.45% 52
2025
Q4 		$1.39M Sell
19,901
-114
-0.6% -$7.86K 0.46% 53
2025
Q3 		$1.37M Buy
20,015
+283
+1% +$18.9K 0.47% 53
2025
Q2 		$1.26M Buy
19,732
+389
+2% +$23.3K 0.47% 54
2025
Q1 		$1.16M Buy
19,343
+27
+0.1% +$1.74K 0.4% 55
2024
Q4 		$1.26M Buy
19,316
+1,100
+6% +$73.6K 0.41% 57
2024
Q3 		$1.18M Buy
18,216
+2,002
+12% +$125K 0.41% 57
2024
Q2 		$974K Buy
16,214
+1,169
+8% +$70.4K 0.34% 60
2024
Q1 		$933K Sell
15,045
-715
-5% -$42.3K 0.35% 65
2023
Q4 		$939K Sell
15,760
-182
-1% -$9.75K 0.39% 61
2023
Q3 		$836K Buy
15,942
+461
+3% +$25.4K 0.37% 66
2023
Q2 		$848K Buy
15,481
+185
+1% +$9.65K 0.4% 64
2023
Q1 		$806K Buy
15,296
+438
+3% +$23.7K 0.38% 65
2022
Q4 		$760K Sell
14,858
-777
-5% -$40K 0.37% 66
2022
Q3 		$727K Buy
15,635
+439
+3% +$22.4K 0.37% 64
2022
Q2 		$729K Buy
15,196
+659
+5% +$34.2K 0.37% 63
2022
Q1 		$815K Buy
14,537
+413
+3% +$23.3K 0.35% 68
2021
Q4 		$847K Sell
14,124
-786
-5% -$47.5K 0.34% 64
2021
Q3 		$857K Sell
14,910
-605
-4% -$34.9K 0.37% 58
2021
Q2 		$906K Buy
+15,515
New +$903K 0.49% 51

Other funds holding DFAS

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

USAdvisors Wealth Management's DFAS Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 7.7% in Q2 2026, buying an estimated $117K and bringing the position to 21,246 shares worth $1.75M. The position accounts for 0.5% of the portfolio, ranked #47.

USAdvisors Wealth Management first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 461 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • USAdvisors Wealth Management held 21,246 shares of Dimensional US Small Cap ETF worth $1.75M as of Q2 2026.
  • USAdvisors Wealth Management bought 1,515 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $117K.
  • Dimensional US Small Cap ETF made up 0.5% of USAdvisors Wealth Management's portfolio in Q2 2026, its #47 holding.
  • USAdvisors Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 461 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.