Vestia Personal Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Vestia Personal 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 Q2	$9.94M	Buy	120,763 +4,174	+4%	+$323K	3.88%	8
2026 Q1	$8.29M	Buy	116,589 +6,592	+6%	+$484K	3.9%	8
2025 Q4	$8.28M	Buy	109,997 +9,287	+9%	+$640K	4.21%	7
2025 Q3	$6.89M	Buy	100,710 +10,975	+12%	+$733K	4%	7
2025 Q2	$5.72M	Buy	89,735 +14,476	+19%	+$868K	3.92%	6
2025 Q1	$4.5M	Buy	75,259 +5,380	+8%	+$346K	3.56%	7
2024 Q4	$4.55M	Buy	69,879 +2,318	+3%	+$155K	3.74%	7
2024 Q3	$4.38M	Buy	67,561 +308	+0.5%	+$19.3K	4.13%	6
2024 Q2	$4.04M	Buy	+67,253	New	+$4.05M	4.31%	6

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vestia Personal Wealth Advisors's DFAS Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 3.6% in Q2 2026, buying an estimated $323K and bringing the position to 120,763 shares worth $9.94M. The position accounts for 3.88% of the portfolio, ranked #8.

Vestia Personal Wealth Advisors first reported a position in DFAS in Q2 2024 and has held it in 9 quarters since. 913 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Vestia Personal Wealth Advisors held 120,763 shares of Dimensional US Small Cap ETF worth $9.94M as of Q2 2026.
Vestia Personal Wealth Advisors bought 4,174 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $323K.
Dimensional US Small Cap ETF made up 3.88% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
913 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.