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 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 $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 $1.88B AUM 21.09% 1-Year Est. Return

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

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Weaver Consulting Group's DFAS Position: Q1 2026 in Review

Weaver Consulting Group increased its Dimensional US Small Cap ETF (DFAS) stake by 24% in Q1 2026, buying an estimated $157K and bringing the position to 11,106 shares worth $790K. The position accounts for 0.19% of the portfolio, ranked #104.

Weaver Consulting Group first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Weaver Consulting Group held 11,106 shares of Dimensional US Small Cap ETF worth $790K as of Q1 2026.
Weaver Consulting Group bought 2,141 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $157K.
Dimensional US Small Cap ETF made up 0.19% of Weaver Consulting Group's portfolio in Q1 2026, its #104 holding.
Weaver Consulting Group first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.