WFAG
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Wescott Financial Advisory Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Wescott Financial Advisory 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
Q2 		$15.6M Buy
189,932
+4,805
+3% +$372K 1.21% 21
2026
Q1 		$13.2M Sell
185,127
-1,323
-0.7% -$97.1K 1.15% 20
2025
Q4 		$13M Buy
186,450
+6,682
+4% +$461K 1.13% 20
2025
Q3 		$12.3M Buy
179,768
+7,626
+4% +$509K 1.1% 20
2025
Q2 		$11M Buy
172,142
+11,357
+7% +$681K 1.05% 20
2025
Q1 		$9.61M Buy
160,785
+9,340
+6% +$601K 1% 21
2024
Q4 		$9.86M Buy
151,445
+2,829
+2% +$189K 1.02% 20
2024
Q3 		$9.64M Buy
148,616
+11,150
+8% +$698K 1.04% 20
2024
Q2 		$8.26M Buy
137,466
+20,468
+17% +$1.23M 0.96% 21
2024
Q1 		$7.29M Buy
116,998
+13,275
+13% +$786K 0.91% 21
2023
Q4 		$6.18M Buy
103,723
+11,537
+13% +$618K 0.87% 22
2023
Q3 		$4.84M Buy
92,186
+9,655
+12% +$532K 0.88% 25
2023
Q2 		$4.52M Buy
82,531
+22,428
+37% +$1.17M 0.8% 25
2023
Q1 		$3.17M Buy
60,103
+13,357
+29% +$723K 0.69% 33
2022
Q4 		$2.39M Buy
46,746
+12,273
+36% +$632K 0.52% 39
2022
Q3 		$1.6M Buy
34,473
+5,974
+21% +$305K 0.45% 39
2022
Q2 		$1.37M Buy
28,499
+12,240
+75% +$635K 0.37% 43
2022
Q1 		$911K Buy
16,259
+11,762
+262% +$662K 0.23% 57
2021
Q4 		$270K Sell
4,497
-224
-5% -$13.5K 0.14% 58
2021
Q3 		$271K Buy
4,721
+2
+0% +$115 0.15% 58
2021
Q2 		$270K Buy
+4,719
New +$275K 0.16% 55

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

Wescott Financial Advisory Group's DFAS Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Dimensional US Small Cap ETF (DFAS) stake by 2.6% in Q2 2026, buying an estimated $372K and bringing the position to 189,932 shares worth $15.6M. The position accounts for 1.21% of the portfolio, ranked #21.

Wescott Financial Advisory Group first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Wescott Financial Advisory Group held 189,932 shares of Dimensional US Small Cap ETF worth $15.6M as of Q2 2026.
  • Wescott Financial Advisory Group bought 4,805 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $372K.
  • Dimensional US Small Cap ETF made up 1.21% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #21 holding.
  • Wescott Financial Advisory Group first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.