Wealthfront Advisers
DFAS icon

Wealthfront Advisers’s Dimensional US Small Cap ETF DFAS Stock Holding History

Wealthfront Advisers’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
Q1 		$202K Sell
2,833
-433
-13% -$31.8K ﹤0.01% 1026
2025
Q4 		$228K Buy
3,266
+41
+1% +$2.83K ﹤0.01% 986
2025
Q3 		$221K Buy
+3,225
New +$215K ﹤0.01% 959
2023
Q4 		– Sell
-11,695
Closed -$614K – 865
2023
Q3 		$614K Sell
11,695
-295
-2% -$16.3K ﹤0.01% 655
2023
Q2 		$657K Sell
11,990
-3,730
-24% -$195K ﹤0.01% 632
2023
Q1 		$828K Buy
15,720
+3,946
+34% +$214K ﹤0.01% 566
2022
Q4 		$602K Buy
11,774
+1,819
+18% +$93.6K ﹤0.01% 602
2022
Q3 		$463K Buy
9,955
+1,951
+24% +$99.7K ﹤0.01% 612
2022
Q2 		$384K Buy
+8,004
New +$415K ﹤0.01% 637
2022
Q1 		– Sell
-5,954
Closed -$357K – 782
2021
Q4 		$357K Buy
+5,954
New +$360K ﹤0.01% 648

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
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
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return