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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
Q3 		$308K Buy
3,984
+3
+0.1% +$244 0.11% 189
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

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Ridgewood Investments's DFAS Position: Q3 2026 in Review

Ridgewood Investments increased its Dimensional US Small Cap ETF (DFAS) stake by 0.08% in Q3 2026, buying an estimated $244 and bringing the position to 3,984 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #189.

Ridgewood Investments first reported a position in DFAS in Q1 2023 and has held it in 11 quarters since. The position peaked at $328K in Q2 2026. 10 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • Ridgewood Investments held 3,984 shares of Dimensional US Small Cap ETF worth $308K as of Q3 2026.
  • Ridgewood Investments bought 3 Dimensional US Small Cap ETF shares in Q3 2026, an estimated $244.
  • Dimensional US Small Cap ETF made up 0.11% of Ridgewood Investments's portfolio in Q3 2026, its #189 holding.
  • Ridgewood Investments first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 11 quarters since.
  • Ridgewood Investments's Dimensional US Small Cap ETF position peaked at $328K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.