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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
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 $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 $2.31B AUM 26.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Wealthspan Partners's DFAS Position: Q1 2026 in Review

Wealthspan Partners reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.54% in Q1 2026, selling an estimated $24.1K and leaving 60,372 shares worth $4.29M. The position accounts for 1.51% of the portfolio, ranked #22.

Wealthspan Partners first reported a position in DFAS in Q3 2023 and has held it in 11 quarters since. 882 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Wealthspan Partners held 60,372 shares of Dimensional US Small Cap ETF worth $4.29M as of Q1 2026.
  • Wealthspan Partners sold 329 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $24.1K.
  • Dimensional US Small Cap ETF made up 1.51% of Wealthspan Partners's portfolio in Q1 2026, its #22 holding.
  • Wealthspan Partners first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 882 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.