Wealth Enhancement Advisory Services
DFAS icon

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

Wealth Enhancement Advisory Services’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 		$17.6M Sell
269,115
-33,658
-11% -$2.61M 0.03% 481
2026
Q1 		$18M Sell
302,773
-94,224
-24% -$6.91M 0.04% 428
2025
Q4 		$28.8M Buy
396,997
+9,615
+2% +$663K 0.04% 377
2025
Q3 		$26.5M Sell
387,382
-20,250
-5% -$1.35M 0.04% 376
2025
Q2 		$26.9M Buy
407,632
+18,215
+5% +$1.09M 0.04% 345
2025
Q1 		$23.3M Sell
389,417
-75,734
-16% -$4.87M 0.04% 352
2024
Q4 		$30.3M Buy
465,151
+42,061
+10% +$2.81M 0.06% 290
2024
Q3 		$27.4M Buy
423,090
+5,437
+1% +$340K 0.06% 299
2024
Q2 		$25.1M Buy
417,653
+50,384
+14% +$3.03M 0.06% 289
2024
Q1 		$22.9M Buy
367,269
+68,036
+23% +$4.03M 0.06% 295
2023
Q4 		$17.8M Buy
299,233
+4,478
+2% +$240K 0.05% 326
2023
Q3 		$15.5M Buy
294,755
+266,541
+945% +$14.7M 0.05% 324
2023
Q2 		$1.55M Buy
28,214
+19,322
+217% +$1.01M 0.02% 226
2023
Q1 		$469K Buy
8,892
+2,612
+42% +$141K 0.01% 395
2022
Q4 		$343K Buy
6,280
+1,812
+41% +$93.3K ﹤0.01% 288
2022
Q3 		$215K Buy
+4,468
New +$228K ﹤0.01% 312

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFAS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Dimensional US Small Cap ETF (DFAS) stake by 11% in Q2 2026, selling an estimated $2.61M and leaving 269,115 shares worth $17.6M. The position accounts for 0.03% of the portfolio, ranked #481.

Wealth Enhancement Advisory Services first reported a position in DFAS in Q3 2022 and has held it in 16 quarters since. The position peaked at $30.3M in Q4 2024. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 269,115 shares of Dimensional US Small Cap ETF worth $17.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 33,658 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $2.61M.
  • Dimensional US Small Cap ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #481 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional US Small Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional US Small Cap ETF position peaked at $30.3M in Q4 2024.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.