Lido Advisors
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Lido Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Lido Advisors’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 		$737K Sell
10,364
-1,308
-11% -$96K ﹤0.01% 1110
2025
Q4 		$805K Sell
11,672
-50
-0.4% -$3.45K ﹤0.01% 1103
2025
Q3 		$803K Buy
11,722
+1,239
+12% +$82.7K ﹤0.01% 1048
2025
Q2 		$668K Buy
10,483
+1,501
+17% +$90K ﹤0.01% 999
2025
Q1 		$537K Buy
8,982
+3,982
+80% +$256K ﹤0.01% 1000
2024
Q4 		$325K Buy
5,000
+304
+6% +$20.3K ﹤0.01% 1181
2024
Q3 		$305K Hold
4,696
– – ﹤0.01% 1157
2024
Q2 		$282K Sell
4,696
-165
-3% -$9.93K ﹤0.01% 1155
2024
Q1 		$303K Buy
4,861
+166
+4% +$9.82K ﹤0.01% 1096
2023
Q4 		$280K Sell
4,695
-375
-7% -$20.1K ﹤0.01% 1062
2023
Q3 		$266K Hold
5,070
– – ﹤0.01% 968
2023
Q2 		$278K Hold
5,070
– – ﹤0.01% 970
2023
Q1 		$267K Sell
5,070
-2,330
-31% -$126K ﹤0.01% 908
2022
Q4 		$379K Buy
+7,400
New +$381K ﹤0.01% 714

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
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
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
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Lido Advisors's DFAS Position: Q1 2026 in Review

Lido Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 11% in Q1 2026, selling an estimated $96K and leaving 10,364 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Lido Advisors first reported a position in DFAS in Q4 2022 and has held it in 14 quarters since. The position peaked at $805K in Q4 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Lido Advisors held 10,364 shares of Dimensional US Small Cap ETF worth $737K as of Q1 2026.
  • Lido Advisors sold 1,308 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $96K.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1110 holding.
  • Lido Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Lido Advisors's Dimensional US Small Cap ETF position peaked at $805K in Q4 2025.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.