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Westside Investment Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Westside Investment 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
Q2 		$16.5K Hold
200
– – ﹤0.01% 985
2026
Q1 		$14.3K Buy
200
+103
+106% +$7.56K ﹤0.01% 1008
2025
Q4 		$6.83K Hold
97
– – ﹤0.01% 1183
2025
Q3 		$6.66K Buy
+97
New +$6.47K ﹤0.01% 1225

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Westside Investment Management's DFAS Position: Q2 2026 in Review

Westside Investment Management held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 200 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Westside Investment Management first reported a position in DFAS in Q3 2025 and has held it in 4 quarters since. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Westside Investment Management held 200 shares of Dimensional US Small Cap ETF worth $16.5K as of Q2 2026.
  • Westside Investment Management left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #985 holding.
  • Westside Investment Management first reported a position in Dimensional US Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.