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Western Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Western Wealth Management’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 		$965K Buy
13,573
+1,407
+12% +$103K 0.04% 456
2025
Q4 		$848K Buy
12,166
+3,944
+48% +$272K 0.04% 390
2025
Q3 		$563K Buy
8,222
+129
+2% +$8.61K 0.03% 420
2025
Q2 		$516K Buy
8,093
+87
+1% +$5.22K 0.03% 400
2025
Q1 		$478K Buy
8,006
+895
+13% +$57.6K 0.03% 408
2024
Q4 		$463K Sell
7,111
-41
-0.6% -$2.74K 0.03% 400
2024
Q3 		$464K Buy
7,152
+324
+5% +$20.3K 0.03% 486
2024
Q2 		$410K Sell
6,828
-173
-2% -$10.4K 0.03% 416
2024
Q1 		$436K Buy
7,001
+4
+0.1% +$237 0.03% 402
2023
Q4 		$417K Buy
6,997
+387
+6% +$20.7K 0.03% 460
2023
Q3 		$347K Sell
6,610
-74
-1% -$4.08K 0.03% 467
2023
Q2 		$366K Sell
6,684
-769
-10% -$40.1K 0.03% 454
2023
Q1 		$393K Buy
7,453
+7
+0.1% +$379 0.04% 436
2022
Q4 		$381K Sell
7,446
-955
-11% -$49.2K 0.04% 404
2022
Q3 		$390K Sell
8,401
-1,052
-11% -$53.7K 0.02% 565
2022
Q2 		$456K Buy
+9,453
New +$490K 0.03% 500
2022
Q1 		– Sell
-4,386
Closed -$262K – 830
2021
Q4 		$262K Buy
+4,386
New +$265K 0.03% 510

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
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
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
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Western Wealth Management's DFAS Position: Q1 2026 in Review

Western Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 12% in Q1 2026, buying an estimated $103K and bringing the position to 13,573 shares worth $965K. The position accounts for 0.04% of the portfolio, ranked #456.

Western Wealth Management first reported a position in DFAS in Q4 2021 and has held it in 17 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Western Wealth Management held 13,573 shares of Dimensional US Small Cap ETF worth $965K as of Q1 2026.
  • Western Wealth Management bought 1,407 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $103K.
  • Dimensional US Small Cap ETF made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #456 holding.
  • Western Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.