WESCAP Management Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

WESCAP Management Group’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	$2.16M	Buy	30,385 +3,539	+13%	+$260K	0.43%	43
2025 Q4	$1.87M	Buy	26,846 +884	+3%	+$60.9K	0.38%	46
2025 Q3	$1.78M	Sell	25,962 -69	-0.3%	-$4.61K	0.37%	52
2025 Q2	$1.66M	Sell	26,031 -18,681	-42%	-$1.12M	0.38%	51
2025 Q1	$2.67M	Sell	44,712 -3,938	-8%	-$253K	0.65%	36
2024 Q4	$3.17M	Buy	+48,650	New	+$3.25M	0.77%	32

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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 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

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

WESCAP Management Group's DFAS Position: Q1 2026 in Review

WESCAP Management Group increased its Dimensional US Small Cap ETF (DFAS) stake by 13% in Q1 2026, buying an estimated $260K and bringing the position to 30,385 shares worth $2.16M. The position accounts for 0.43% of the portfolio, ranked #43.

WESCAP Management Group first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.17M in Q4 2024. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

WESCAP Management Group held 30,385 shares of Dimensional US Small Cap ETF worth $2.16M as of Q1 2026.
WESCAP Management Group bought 3,539 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $260K.
Dimensional US Small Cap ETF made up 0.43% of WESCAP Management Group's portfolio in Q1 2026, its #43 holding.
WESCAP Management Group first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
WESCAP Management Group's Dimensional US Small Cap ETF position peaked at $3.17M in Q4 2024.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.