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Legacy Wealth Management (Idaho)’s Dimensional US Small Cap ETF DFAS Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-227
Closed -$16.1K – 376
2026
Q1 		$16.1K Buy
227
+80
+54% +$5.87K 0.01% 412
2025
Q4 		$10.2K Hold
147
– – ﹤0.01% 421
2025
Q3 		$10.1K Hold
147
– – ﹤0.01% 344
2025
Q2 		$9.37K Hold
147
– – ﹤0.01% 327
2025
Q1 		$8.78K Sell
147
-19
-11% -$1.22K 0.01% 354
2024
Q4 		$11.1K Buy
+166
New +$11.1K 0.01% 271

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

Legacy Wealth Management (Idaho)'s DFAS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2026, closing a stake of 227 shares — an estimated $16.1K sold.

Legacy Wealth Management (Idaho) first reported a position in DFAS in Q4 2024 and held it in 6 quarters. The position peaked at $16.1K in Q1 2026. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Dimensional US Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 227 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $16.1K.
  • Legacy Wealth Management (Idaho) first reported a position in Dimensional US Small Cap ETF in Q4 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s Dimensional US Small Cap ETF position peaked at $16.1K in Q1 2026.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.