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Wedmont Private Capital’s Dimensional US Small Cap ETF DFAS Stock Holding History

Wedmont Private Capital’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 		$800K Buy
9,857
+1,597
+19% +$124K 0.02% 406
2026
Q1 		$613K Buy
+8,260
New +$606K 0.02% 427

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

Wedmont Private Capital's DFAS Position: Q2 2026 in Review

Wedmont Private Capital increased its Dimensional US Small Cap ETF (DFAS) stake by 19% in Q2 2026, buying an estimated $124K and bringing the position to 9,857 shares worth $800K. The position accounts for 0.02% of the portfolio, ranked #406.

Wedmont Private Capital first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Wedmont Private Capital held 9,857 shares of Dimensional US Small Cap ETF worth $800K as of Q2 2026.
  • Wedmont Private Capital bought 1,597 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $124K.
  • Dimensional US Small Cap ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #406 holding.
  • Wedmont Private Capital first reported a position in Dimensional US Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.