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

Wealth Enhancement Trust 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 		$357K Hold
4,335
– – 0.04% 237
2026
Q1 		$308K Sell
4,335
-283
-6% -$20.8K 0.04% 244
2025
Q4 		$322K Buy
+4,618
New +$318K 0.04% 225

Other funds holding DFAS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 4,335 shares worth $357K. The position accounts for 0.04% of the portfolio, ranked #237.

Wealth Enhancement Trust Services first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. 768 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Wealth Enhancement Trust Services held 4,335 shares of Dimensional US Small Cap ETF worth $357K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #237 holding.
  • Wealth Enhancement Trust Services first reported a position in Dimensional US Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 768 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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