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West Wealth Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

West Wealth 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
Q3 		– Sell
-3,362
Closed -$277K – 148
2026
Q2 		$277K Sell
3,362
-154
-4% -$11.9K 0.05% 121
2026
Q1 		$250K Buy
3,516
+545
+18% +$40K 0.05% 114
2025
Q4 		$207K Buy
+2,971
New +$205K 0.04% 123

Other funds holding DFAS

GWWM
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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
DPW
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 13.73% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DEM
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

West Wealth Group's DFAS Position: Q3 2026 in Review

West Wealth Group sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q3 2026, closing a stake of 3,362 shares — an estimated $277K sold.

West Wealth Group first reported a position in DFAS in Q4 2025 and held it in 3 quarters. The position peaked at $277K in Q2 2026. 149 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • West Wealth Group reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • West Wealth Group sold 3,362 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $277K.
  • West Wealth Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2025 and held it in 3 quarters.
  • West Wealth Group's U.S. Small Cap Portfolio ETF Class Shares position peaked at $277K in Q2 2026.
  • 149 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.