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

WCG 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
Q1 		$2.58M Buy
36,207
+2,297
+7% +$169K 0.07% 239
2025
Q4 		$2.36M Buy
33,910
+1,765
+5% +$122K 0.07% 235
2025
Q3 		$2.2M Buy
32,145
+591
+2% +$39.4K 0.14% 147
2025
Q2 		$2.01M Buy
31,554
+2,062
+7% +$124K 0.13% 160
2025
Q1 		$1.76M Buy
29,492
+304
+1% +$19.6K 0.13% 154
2024
Q4 		$1.9M Buy
29,188
+3,695
+14% +$247K 0.13% 152
2024
Q3 		$1.65M Buy
25,493
+2,237
+10% +$140K 0.11% 171
2024
Q2 		$1.4M Buy
23,256
+2,114
+10% +$127K 0.1% 163
2024
Q1 		$1.32M Sell
21,142
-1,995
-9% -$118K 0.11% 161
2023
Q4 		$1.38M Buy
23,137
+3,752
+19% +$201K 0.1% 173
2023
Q3 		$1.11M Buy
+19,385
New +$1.07M 0.08% 190

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
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
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
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

WCG Wealth Advisors's DFAS Position: Q1 2026 in Review

WCG Wealth Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 6.8% in Q1 2026, buying an estimated $169K and bringing the position to 36,207 shares worth $2.58M. The position accounts for 0.07% of the portfolio, ranked #239.

WCG Wealth Advisors first reported a position in DFAS in Q3 2023 and has held it in 11 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • WCG Wealth Advisors held 36,207 shares of Dimensional US Small Cap ETF worth $2.58M as of Q1 2026.
  • WCG Wealth Advisors bought 2,297 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $169K.
  • Dimensional US Small Cap ETF made up 0.07% of WCG Wealth Advisors's portfolio in Q1 2026, its #239 holding.
  • WCG Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.