Westmount Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Westmount Partners’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	$1.69M	Sell	20,516 -3,100	-13%	-$240K	0.37%	61
2026 Q1	$1.68M	Sell	23,616 -290	-1%	-$21.3K	0.41%	54
2025 Q4	$1.67M	Sell	23,906 -1,059	-4%	-$73K	0.42%	55
2025 Q3	$1.71M	Sell	24,965 -1,233	-5%	-$82.3K	0.44%	49
2025 Q2	$1.67M	Sell	26,198 -957	-4%	-$57.4K	0.46%	47
2025 Q1	$1.62M	Sell	27,155 -1,388	-5%	-$89.3K	0.49%	47
2024 Q4	$1.86M	Hold	28,543	–	–	0.56%	39
2024 Q3	$1.85M	Sell	28,543 -1,540	-5%	-$96.4K	0.56%	39
2024 Q2	$1.79M	Hold	30,083	–	–	0.59%	37
2024 Q1	$1.88M	Hold	30,083	–	–	0.67%	34
2023 Q4	$1.79M	Hold	30,083	–	–	0.73%	31
2023 Q3	$1.58M	Sell	30,083 -325	-1%	-$17.9K	0.7%	33
2023 Q2	$1.67M	Sell	30,408 -772	-2%	-$40.3K	0.73%	29
2023 Q1	$1.64M	Hold	31,180	–	–	0.76%	27
2022 Q4	$1.59M	Buy	+31,180	New	+$1.61M	0.83%	24

Other funds holding DFAS

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return