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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

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 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. 457 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.
  • 457 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.