Westmount Partners’s U.S. Small Cap Portfolio ETF Class Shares 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Westmount Partners's DFAS Position: Q2 2026 in Review

Westmount Partners reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 13% in Q2 2026, selling an estimated $240K and leaving 20,516 shares worth $1.69M. The position accounts for 0.37% of the portfolio, ranked #61.

Westmount Partners first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.88M in Q1 2024. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Westmount Partners held 20,516 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.69M as of Q2 2026.
Westmount Partners sold 3,100 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $240K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.37% of Westmount Partners's portfolio in Q2 2026, its #61 holding.
Westmount Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
Westmount Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $1.88M in Q1 2024.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.