Wealthspire Advisors (New York)’s Dimensional US Small Cap ETF DFAS Stock Holding History

Wealthspire Advisors (New York)’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	$3.04M	Sell	42,717 -1,096	-3%	-$80.4K	0.02%	225
2025 Q4	$3.05M	Buy	43,813 +553	+1%	+$38.1K	0.02%	229
2025 Q3	$2.96M	Sell	43,260 -1,375	-3%	-$91.8K	0.02%	218
2025 Q2	$2.84M	Sell	44,635 -4,110	-8%	-$246K	0.02%	228
2025 Q1	$2.91M	Buy	48,745 +1,151	+2%	+$74K	0.02%	217
2024 Q4	$3.1M	Sell	47,594 -3,017	-6%	-$202K	0.03%	189
2024 Q3	$3.28M	Buy	+50,611	New	+$3.17M	0.03%	179

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Wealthspire Advisors (New York)'s DFAS Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.5% in Q1 2026, selling an estimated $80.4K and leaving 42,717 shares worth $3.04M. The position accounts for 0.02% of the portfolio, ranked #225.

Wealthspire Advisors (New York) first reported a position in DFAS in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.28M in Q3 2024. 884 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Wealthspire Advisors (New York) held 42,717 shares of Dimensional US Small Cap ETF worth $3.04M as of Q1 2026.
Wealthspire Advisors (New York) sold 1,096 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $80.4K.
Dimensional US Small Cap ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #225 holding.
Wealthspire Advisors (New York) first reported a position in Dimensional US Small Cap ETF in Q3 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s Dimensional US Small Cap ETF position peaked at $3.28M in Q3 2024.
884 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.