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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 912 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.
912 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.