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

Wealthspan 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 		$5.39M Buy
65,459
+5,087
+8% +$394K 1.7% 20
2026
Q1 		$4.29M Sell
60,372
-329
-0.5% -$24.1K 1.51% 22
2025
Q4 		$4.23M Sell
60,701
-579
-0.9% -$39.9K 1.54% 20
2025
Q3 		$4.2M Buy
61,280
+450
+0.7% +$30K 1.6% 17
2025
Q2 		$3.88M Sell
60,830
-920
-1% -$55.2K 1.6% 17
2025
Q1 		$3.69M Buy
61,750
+2,851
+5% +$183K 1.7% 16
2024
Q4 		$3.83M Buy
58,899
+5,415
+10% +$362K 1.83% 14
2024
Q3 		$3.47M Buy
53,484
+4,722
+10% +$296K 1.71% 15
2024
Q2 		$2.93M Buy
48,762
+13,195
+37% +$794K 1.62% 17
2024
Q1 		$2.22M Buy
35,567
+16,890
+90% +$999K 1.31% 18
2023
Q4 		$1.11M Buy
18,677
+9,395
+101% +$503K 0.78% 25
2023
Q3 		$487K Buy
+9,282
New +$511K 0.38% 46

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
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

Wealthspan Partners's DFAS Position: Q2 2026 in Review

Wealthspan Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 8.4% in Q2 2026, buying an estimated $394K and bringing the position to 65,459 shares worth $5.39M. The position accounts for 1.7% of the portfolio, ranked #20.

Wealthspan Partners first reported a position in DFAS in Q3 2023 and has held it in 12 quarters since. 914 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Wealthspan Partners held 65,459 shares of Dimensional US Small Cap ETF worth $5.39M as of Q2 2026.
  • Wealthspan Partners bought 5,087 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $394K.
  • Dimensional US Small Cap ETF made up 1.7% of Wealthspan Partners's portfolio in Q2 2026, its #20 holding.
  • Wealthspan Partners first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 914 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.