Wealthcare Capital Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Wealthcare Capital Management’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
2025 Q2	–	Sell	-7,111	Closed	-$425K	–	82
2025 Q1	$425K	Sell	7,111 -44	-0.6%	-$2.83K	0.04%	58
2024 Q4	$466K	Hold	7,155	–	–	0.05%	60
2024 Q3	$464K	Hold	7,155	–	–	0.05%	55
2024 Q2	$430K	Sell	7,155 -60	-0.8%	-$3.61K	0.05%	57
2024 Q1	$450K	Sell	7,215 -145	-2%	-$8.58K	0.05%	54
2023 Q4	$439K	Buy	7,360 +21	+0.3%	+$1.13K	0.05%	53
2023 Q3	$385K	Buy	7,339 +22	+0.3%	+$1.21K	0.05%	52
2023 Q2	$401K	Buy	7,317 +23	+0.3%	+$1.2K	0.05%	51
2023 Q1	$384K	Sell	7,294 -52	-0.7%	-$2.82K	0.05%	53
2022 Q4	$376K	Buy	7,346 +26	+0.4%	+$1.34K	0.05%	56
2022 Q3	$341K	Buy	7,320 +20	+0.3%	+$1.02K	0.04%	53
2022 Q2	$350K	Buy	+7,300	New	+$379K	0.04%	53
2022 Q1	–	Sell	-7,554	Closed	-$453K	–	82
2021 Q4	$453K	Sell	7,554 -146	-2%	-$8.82K	0.04%	61
2021 Q3	$443K	Sell	7,700 -283	-4%	-$16.3K	0.04%	54
2021 Q2	$466K	Buy	+7,983	New	+$464K	0.04%	51

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealthcare Capital Management's DFAS Position: Q2 2025 in Review

Wealthcare Capital Management sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2025, closing a stake of 7,111 shares — an estimated $425K sold.

Wealthcare Capital Management first reported a position in DFAS in Q2 2021 and held it in 15 quarters. The position peaked at $466K in Q2 2021. 769 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

Wealthcare Capital Management reported no remaining Dimensional US Small Cap ETF position as of Q2 2025 after selling out during the quarter.
Wealthcare Capital Management sold 7,111 Dimensional US Small Cap ETF shares in Q2 2025, an estimated $425K.
Wealthcare Capital Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 15 quarters.
Wealthcare Capital Management's Dimensional US Small Cap ETF position peaked at $466K in Q2 2021.
769 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2025.

Based on Wealthcare Capital Management's 13F filing for Q2 2025, filed 22 Jul 2025.