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West Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

West Financial Advisors’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 		$18.5M Buy
224,344
+10,964
+5% +$849K 2.81% 12
2026
Q1 		$15.2M Buy
213,380
+1,359
+0.6% +$99.7K 2.58% 12
2025
Q4 		$14.8M Buy
212,021
+6,776
+3% +$467K 2.49% 12
2025
Q3 		$14.1M Sell
205,245
-6,839
-3% -$456K 2.32% 12
2025
Q2 		$13.5M Sell
212,084
-20,758
-9% -$1.24M 2.35% 12
2025
Q1 		$13.9M Buy
232,842
+8,880
+4% +$571K 2.64% 10
2024
Q4 		$14.6M Buy
223,962
+1,373
+0.6% +$91.8K 2.81% 10
2024
Q3 		$14.4M Buy
222,589
+39,574
+22% +$2.48M 2.78% 9
2024
Q2 		$11M Buy
183,015
+4,091
+2% +$246K 2.28% 9
2024
Q1 		$11.2M Buy
178,924
+948
+0.5% +$56.1K 2.39% 9
2023
Q4 		$10.6M Sell
177,976
-5,450
-3% -$292K 2.42% 9
2023
Q3 		$9.63M Buy
183,426
+9,128
+5% +$503K 2.42% 10
2023
Q2 		$9.55M Buy
174,298
+8,554
+5% +$446K 2.35% 13
2023
Q1 		$8.73M Buy
165,744
+8,042
+5% +$435K 2.29% 14
2022
Q4 		$8.07M Sell
157,702
-2,527
-2% -$130K 2.25% 15
2022
Q3 		$7.45M Buy
160,229
+4,693
+3% +$240K 2.23% 12
2022
Q2 		$7.47M Buy
+155,536
New +$8.06M 2.17% 13

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

West Financial Advisors's DFAS Position: Q2 2026 in Review

West Financial Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 5.1% in Q2 2026, buying an estimated $849K and bringing the position to 224,344 shares worth $18.5M. The position accounts for 2.81% of the portfolio, ranked #12.

West Financial Advisors first reported a position in DFAS in Q2 2022 and has held it in 17 quarters since. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • West Financial Advisors held 224,344 shares of Dimensional US Small Cap ETF worth $18.5M as of Q2 2026.
  • West Financial Advisors bought 10,964 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $849K.
  • Dimensional US Small Cap ETF made up 2.81% of West Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • West Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.