Waverly Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Waverly 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 Q1	$545K	Buy	7,663 +481	+7%	+$35.3K	﹤0.01%	1045
2025 Q4	$500K	Buy	7,182 +539	+8%	+$37.2K	﹤0.01%	1015
2025 Q3	$455K	Hold	6,643	–	–	﹤0.01%	882
2025 Q2	$423K	Sell	6,643 -2,260	-25%	-$135K	﹤0.01%	849
2025 Q1	$532K	Buy	8,903 +3,311	+59%	+$213K	0.01%	755
2024 Q4	$364K	Hold	5,592	–	–	0.01%	765
2024 Q3	$363K	Sell	5,592 -2,416	-30%	-$151K	0.01%	640
2024 Q2	$481K	Sell	8,008 -422	-5%	-$25.4K	0.01%	584
2024 Q1	$526K	Buy	8,430 +333	+4%	+$19.7K	0.01%	470
2023 Q4	$483K	Sell	8,097 -896	-10%	-$48K	0.02%	303
2023 Q3	$472K	Hold	8,993	–	–	0.02%	267
2023 Q2	$493K	Buy	+8,993	New	+$469K	0.02%	244

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

Waverly Advisors's DFAS Position: Q1 2026 in Review

Waverly Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 6.7% in Q1 2026, buying an estimated $35.3K and bringing the position to 7,663 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Waverly Advisors first reported a position in DFAS in Q2 2023 and has held it in 12 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Waverly Advisors held 7,663 shares of Dimensional US Small Cap ETF worth $545K as of Q1 2026.
Waverly Advisors bought 481 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $35.3K.
Dimensional US Small Cap ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1045 holding.
Waverly Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.