Verus Financial Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Verus Financial 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	$1.17M	Buy	14,173 +42	+0.3%	+$3.25K	0.1%	44
2026 Q1	$1.07M	Buy	14,131 +33	+0.2%	+$2.42K	0.1%	46
2025 Q4	$1.05M	Buy	14,098 +39	+0.3%	+$2.69K	0.1%	45
2025 Q3	$962K	Buy	14,059 +39	+0.3%	+$2.6K	0.09%	46
2025 Q2	$921K	Buy	14,020 +38	+0.3%	+$2.28K	0.09%	44
2025 Q1	$779K	Buy	13,982 +30	+0.2%	+$1.93K	0.09%	42
2024 Q4	$895K	Buy	13,952 +38	+0.3%	+$2.54K	0.1%	41
2024 Q3	$892K	Buy	13,914 +35	+0.3%	+$2.19K	0.1%	39
2024 Q2	$834K	Buy	13,879 +39	+0.3%	+$2.35K	0.1%	41
2024 Q1	$863K	Buy	13,840 +22	+0.2%	+$1.3K	0.1%	38
2023 Q4	$810K	Buy	13,818 +39	+0.3%	+$2.09K	0.1%	40
2023 Q3	$702K	Buy	13,779 +42	+0.3%	+$2.31K	0.09%	44
2023 Q2	$782K	Buy	13,737 +41	+0.3%	+$2.14K	0.1%	41
2023 Q1	$683K	Buy	13,696 +28	+0.2%	+$1.52K	0.09%	48
2022 Q4	$766K	Buy	13,668 +48	+0.4%	+$2.47K	0.11%	44
2022 Q3	$678K	Buy	13,620 +39	+0.3%	+$1.99K	0.1%	45
2022 Q2	$693K	Buy	+13,581	New	+$704K	0.1%	46
2022 Q1	–	Sell	-14,046	Closed	-$843K	–	101
2021 Q4	$843K	Sell	14,046 -648	-4%	-$39.1K	0.11%	38
2021 Q3	$872K	Buy	14,694 +33	+0.2%	+$1.9K	0.13%	36
2021 Q2	$823K	Buy	+14,661	New	+$853K	0.13%	37

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Verus Financial Partners's DFAS Position: Q2 2026 in Review

Verus Financial Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 0.3% in Q2 2026, buying an estimated $3.25K and bringing the position to 14,173 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #44.

Verus Financial Partners first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. 518 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Verus Financial Partners held 14,173 shares of Dimensional US Small Cap ETF worth $1.17M as of Q2 2026.
Verus Financial Partners bought 42 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $3.25K.
Dimensional US Small Cap ETF made up 0.1% of Verus Financial Partners's portfolio in Q2 2026, its #44 holding.
Verus Financial Partners first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
518 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.