Lido Advisors
DFAS icon

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
Q2 		$821K Sell
9,967
-397
-4% -$30.8K ﹤0.01% 1192
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 $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

Lido Advisors's DFAS Position: Q2 2026 in Review

Lido Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 3.8% in Q2 2026, selling an estimated $30.8K and leaving 9,967 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Lido Advisors first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Lido Advisors held 9,967 shares of Dimensional US Small Cap ETF worth $821K as of Q2 2026.
  • Lido Advisors sold 397 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $30.8K.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1192 holding.
  • Lido Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.