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

LAM 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 		$8.33M Sell
101,138
-132
-0.1% -$10.2K 4.14% 4
2026
Q1 		$7.2M Sell
101,270
-628
-0.6% -$46.1K 3.96% 4
2025
Q4 		$7.1M Sell
101,898
-3,348
-3% -$231K 4.06% 5
2025
Q3 		$7.21M Sell
105,246
-2,818
-3% -$188K 4.47% 5
2025
Q2 		$6.88M Sell
108,064
-4,141
-4% -$248K 4.6% 5
2025
Q1 		$6.7M Sell
112,205
-85
-0.1% -$5.47K 4.93% 3
2024
Q4 		$7.31M Buy
112,290
+1,139
+1% +$76.2K 5.21% 2
2024
Q3 		$7.21M Buy
111,151
+129
+0.1% +$8.07K 5.1% 3
2024
Q2 		$6.67M Buy
111,022
+640
+0.6% +$38.5K 5.62% 3
2024
Q1 		$6.88M Buy
110,382
+2,011
+2% +$119K 5.61% 3
2023
Q4 		$6.46M Sell
108,371
-1,731
-2% -$92.8K 5.88% 4
2023
Q3 		$5.78M Sell
110,102
-4,465
-4% -$246K 5.68% 5
2023
Q2 		$6.28M Sell
114,567
-941
-0.8% -$49.1K 5.84% 4
2023
Q1 		$6.09M Buy
115,508
+1,067
+0.9% +$57.8K 5.97% 2
2022
Q4 		$5.85M Buy
+114,441
New +$5.89M 6.01% 3

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LAM Group's DFAS Position: Q2 2026 in Review

LAM Group reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.13% in Q2 2026, selling an estimated $10.2K and leaving 101,138 shares worth $8.33M. The position accounts for 4.14% of the portfolio, ranked #4.

LAM Group first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 913 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • LAM Group held 101,138 shares of Dimensional US Small Cap ETF worth $8.33M as of Q2 2026.
  • LAM Group sold 132 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $10.2K.
  • Dimensional US Small Cap ETF made up 4.14% of LAM Group's portfolio in Q2 2026, its #4 holding.
  • LAM Group first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 913 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.