Wilmington Savings Fund Society’s Dimensional US Small Cap ETF DFAS Stock Holding History

Wilmington Savings Fund Society’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	$119K	Sell	1,442 -700	-33%	-$54.2K	﹤0.01%	708
2026 Q1	$152K	Sell	2,142 -272	-11%	-$20K	﹤0.01%	651
2025 Q4	$168K	Buy	2,414 +314	+15%	+$21.6K	﹤0.01%	628
2025 Q3	$144K	Hold	2,100	–	–	﹤0.01%	657
2025 Q2	$134K	Hold	2,100	–	–	﹤0.01%	937
2025 Q1	$125K	Sell	2,100 -2,300	-52%	-$148K	﹤0.01%	934
2024 Q4	$286K	Hold	4,400	–	–	0.01%	716
2024 Q3	$285K	Hold	4,400	–	–	0.01%	710
2024 Q2	$264K	Buy	+4,400	New	+$265K	0.01%	324

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

Wilmington Savings Fund Society's DFAS Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Dimensional US Small Cap ETF (DFAS) stake by 33% in Q2 2026, selling an estimated $54.2K and leaving 1,442 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Wilmington Savings Fund Society first reported a position in DFAS in Q2 2024 and has held it in 9 quarters since. The position peaked at $286K in Q4 2024. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Wilmington Savings Fund Society held 1,442 shares of Dimensional US Small Cap ETF worth $119K as of Q2 2026.
Wilmington Savings Fund Society sold 700 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $54.2K.
Dimensional US Small Cap ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #708 holding.
Wilmington Savings Fund Society first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
Wilmington Savings Fund Society's Dimensional US Small Cap ETF position peaked at $286K in Q4 2024.
906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.