Watts Gwilliam & Co’s Dimensional US Small Cap ETF DFAS Stock Holding History

Watts Gwilliam & Co’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
2025 Q3	$255K	Buy	3,718 +3	+0.1%	+$200	0.04%	190
2025 Q2	$259K	Buy	3,715 +4	+0.1%	+$240	0.04%	189
2025 Q1	$222K	Buy	3,711 +3	+0.1%	+$193	0.05%	190
2024 Q4	$242K	Buy	3,708 +4	+0.1%	+$268	0.05%	180
2024 Q3	$237K	Buy	+3,704	New	+$232K	0.05%	174

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

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

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

Watts Gwilliam & Co's DFAS Position: Q3 2025 in Review

Watts Gwilliam & Co increased its Dimensional US Small Cap ETF (DFAS) stake by 0.08% in Q3 2025, buying an estimated $200 and bringing the position to 3,718 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #190.

Watts Gwilliam & Co first reported a position in DFAS in Q3 2024 and has held it in 5 quarters since. The position peaked at $259K in Q2 2025. 783 funds tracked by Wall St. Rank hold DFAS as of Q3 2025.

Watts Gwilliam & Co held 3,718 shares of Dimensional US Small Cap ETF worth $255K as of Q3 2025.
Watts Gwilliam & Co bought 3 Dimensional US Small Cap ETF shares in Q3 2025, an estimated $200.
Dimensional US Small Cap ETF made up 0.04% of Watts Gwilliam & Co's portfolio in Q3 2025, its #190 holding.
Watts Gwilliam & Co first reported a position in Dimensional US Small Cap ETF in Q3 2024 and has held it in 5 quarters since.
Watts Gwilliam & Co's Dimensional US Small Cap ETF position peaked at $259K in Q2 2025.
783 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.