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Wealthcare Advisory Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Wealthcare Advisory Partners’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 		$1.18M Sell
14,306
-5,851
-29% -$453K 0.02% 477
2026
Q1 		$1.43M Buy
20,157
+7,116
+55% +$522K 0.03% 436
2025
Q4 		$909K Buy
13,041
+12
+0.1% +$827 0.02% 539
2025
Q3 		$892K Sell
13,029
-11,356
-47% -$758K 0.02% 531
2025
Q2 		$1.55M Sell
24,385
-12,968
-35% -$777K 0.04% 382
2025
Q1 		$2.23M Buy
37,353
+24,438
+189% +$1.57M 0.06% 263
2024
Q4 		$840K Sell
12,915
-1,577
-11% -$105K 0.02% 460
2024
Q3 		$940K Buy
14,492
+745
+5% +$46.6K 0.03% 433
2024
Q2 		$826K Buy
13,747
+612
+5% +$36.8K 0.03% 437
2024
Q1 		$819K Buy
13,135
+5,294
+68% +$313K 0.03% 426
2023
Q4 		$467K Buy
7,841
+88
+1% +$4.72K 0.02% 496
2023
Q3 		$407K Sell
7,753
-18,327
-70% -$1.01M 0.02% 479
2023
Q2 		$1.43M Buy
26,080
+6,566
+34% +$343K 0.06% 229
2023
Q1 		$1.03M Buy
+19,514
New +$1.06M 0.04% 282

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Wealthcare Advisory Partners's DFAS Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Dimensional US Small Cap ETF (DFAS) stake by 29% in Q2 2026, selling an estimated $453K and leaving 14,306 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #477.

Wealthcare Advisory Partners first reported a position in DFAS in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.23M in Q1 2025. 229 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Wealthcare Advisory Partners held 14,306 shares of Dimensional US Small Cap ETF worth $1.18M as of Q2 2026.
  • Wealthcare Advisory Partners sold 5,851 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $453K.
  • Dimensional US Small Cap ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #477 holding.
  • Wealthcare Advisory Partners first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Wealthcare Advisory Partners's Dimensional US Small Cap ETF position peaked at $2.23M in Q1 2025.
  • 229 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.