VSM Wealth Advisory’s Dimensional US Small Cap ETF DFAS Stock Holding History

VSM Wealth Advisory’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	$1.45M	Sell	20,342 -2,956	-13%	-$217K	0.43%	32
2025 Q4	$1.62M	Buy	23,298 +2,677	+13%	+$185K	0.49%	30
2025 Q3	$1.41M	Buy	20,621 +172	+0.8%	+$11.5K	0.44%	28
2025 Q2	$1.3M	Sell	20,449 -443	-2%	-$26.6K	0.43%	31
2025 Q1	$1.25M	Sell	20,892 -935	-4%	-$60.1K	0.45%	31
2024 Q4	$1.42M	Buy	+21,827	New	+$1.46M	0.51%	30

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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 $1.88B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

VSM Wealth Advisory's DFAS Position: Q1 2026 in Review

VSM Wealth Advisory reduced its Dimensional US Small Cap ETF (DFAS) stake by 13% in Q1 2026, selling an estimated $217K and leaving 20,342 shares worth $1.45M. The position accounts for 0.43% of the portfolio, ranked #32.

VSM Wealth Advisory first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.62M in Q4 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

VSM Wealth Advisory held 20,342 shares of Dimensional US Small Cap ETF worth $1.45M as of Q1 2026.
VSM Wealth Advisory sold 2,956 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $217K.
Dimensional US Small Cap ETF made up 0.43% of VSM Wealth Advisory's portfolio in Q1 2026, its #32 holding.
VSM Wealth Advisory first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
VSM Wealth Advisory's Dimensional US Small Cap ETF position peaked at $1.62M in Q4 2025.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.