Weaver Consulting Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Weaver Consulting Group’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	$928K	Buy	11,271 +165	+1%	+$12.8K	0.19%	106
2026 Q1	$790K	Buy	11,106 +2,141	+24%	+$157K	0.19%	104
2025 Q4	$625K	Hold	8,965	–	–	0.15%	118
2025 Q3	$614K	Hold	8,965	–	–	0.16%	119
2025 Q2	$571K	Hold	8,965	–	–	0.16%	116
2025 Q1	$536K	Buy	8,965 +3,738	+72%	+$240K	0.16%	113
2024 Q4	$340K	Buy	+5,227	New	+$350K	0.1%	148

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

Weaver Consulting Group's DFAS Position: Q2 2026 in Review

Weaver Consulting Group increased its Dimensional US Small Cap ETF (DFAS) stake by 1.5% in Q2 2026, buying an estimated $12.8K and bringing the position to 11,271 shares worth $928K. The position accounts for 0.19% of the portfolio, ranked #106.

Weaver Consulting Group first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Weaver Consulting Group held 11,271 shares of Dimensional US Small Cap ETF worth $928K as of Q2 2026.
Weaver Consulting Group bought 165 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $12.8K.
Dimensional US Small Cap ETF made up 0.19% of Weaver Consulting Group's portfolio in Q2 2026, its #106 holding.
Weaver Consulting Group first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.