Ridgewood Investments’s Dimensional US Small Cap ETF DFAS Stock Holding History

Ridgewood Investments’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	$328K	Buy	3,981 +2	+0.1%	+$155	0.12%	180
2026 Q1	$283K	Buy	+3,979	New	+$292K	0.12%	181
2025 Q3	$272K	Buy	3,974 +2	+0.1%	+$133	0.11%	188
2025 Q2	$253K	Buy	3,972 +2,635	+197%	+$158K	0.11%	179
2025 Q1	$79.9K	Hold	1,337	–	–	0.04%	261
2024 Q4	$87K	Hold	1,337	–	–	0.04%	249
2024 Q3	$86.7K	Hold	1,337	–	–	0.04%	249
2024 Q2	$80.3K	Buy	+1,337	New	+$80.5K	0.04%	260
2023 Q3	–	Sell	-1,337	Closed	-$73.3K	–	312
2023 Q2	$73.3K	Hold	1,337	–	–	0.04%	275
2023 Q1	$70.5K	Buy	+1,337	New	+$72.4K	0.04%	287

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ridgewood Investments's DFAS Position: Q2 2026 in Review

Ridgewood Investments increased its Dimensional US Small Cap ETF (DFAS) stake by 0.05% in Q2 2026, buying an estimated $155 and bringing the position to 3,981 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #180.

Ridgewood Investments first reported a position in DFAS in Q1 2023 and has held it in 10 quarters since. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Ridgewood Investments held 3,981 shares of Dimensional US Small Cap ETF worth $328K as of Q2 2026.
Ridgewood Investments bought 2 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $155.
Dimensional US Small Cap ETF made up 0.12% of Ridgewood Investments's portfolio in Q2 2026, its #180 holding.
Ridgewood Investments first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 10 quarters since.
906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.