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

Verus 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 		$1.54M Sell
18,705
-2,440
-12% -$189K 1.27% 22
2026
Q1 		$1.5M Buy
21,145
+195
+0.9% +$14.3K 1.4% 21
2025
Q4 		$1.46M Sell
20,950
-2,389
-10% -$165K 1.36% 22
2025
Q3 		$1.6M Sell
23,339
-347
-1% -$23.2K 1.49% 18
2025
Q2 		$1.51M Buy
23,686
+8,410
+55% +$504K 1.52% 16
2025
Q1 		$913K Sell
15,276
-10
-0.1% -$643 1% 24
2024
Q4 		$995K Buy
+15,286
New +$1.02M 1.12% 25

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Verus Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 12% in Q2 2026, selling an estimated $189K and leaving 18,705 shares worth $1.54M. The position accounts for 1.27% of the portfolio, ranked #22.

Verus Wealth Management first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q3 2025. 914 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Verus Wealth Management held 18,705 shares of Dimensional US Small Cap ETF worth $1.54M as of Q2 2026.
  • Verus Wealth Management sold 2,440 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $189K.
  • Dimensional US Small Cap ETF made up 1.27% of Verus Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Verus Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Verus Wealth Management's Dimensional US Small Cap ETF position peaked at $1.6M in Q3 2025.
  • 914 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Verus Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.