West Financial Advisors
DFAS icon

West Financial Advisors’s U.S. Small Cap Portfolio ETF Class Shares 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
Q3 		$18.1M Buy
234,287
+9,943
+4% +$808K 2.73% 12
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% +$100K 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 		$9.6M Buy
183,426
+9,128
+5% +$503K 2.42% 10
2023
Q2 		$9.6M 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

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

West Financial Advisors's DFAS Position: Q3 2026 in Review

West Financial Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 4.4% in Q3 2026, buying an estimated $808K and bringing the position to 234,287 shares worth $18.1M. The position accounts for 2.73% of the portfolio, ranked #12.

West Financial Advisors first reported a position in DFAS in Q2 2022 and has held it in 18 quarters since. The position peaked at $18.5M in Q2 2026. 278 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • West Financial Advisors held 234,287 shares of U.S. Small Cap Portfolio ETF Class Shares worth $18.1M as of Q3 2026.
  • West Financial Advisors bought 9,943 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $808K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 2.73% of West Financial Advisors's portfolio in Q3 2026, its #12 holding.
  • West Financial Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2022 and has held it in 18 quarters since.
  • West Financial Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $18.5M in Q2 2026.
  • 278 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on West Financial Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.