Westside Investment Management
DFAS icon

Westside Investment Management’s U.S. Small Cap Portfolio ETF Class Shares 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
Q3 		$15.7K Hold
200
– – ﹤0.01% 983
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

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Westside Investment Management's DFAS Position: Q3 2026 in Review

Westside Investment Management held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q3 2026 at 200 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Westside Investment Management first reported a position in DFAS in Q3 2025 and has held it in 5 quarters since. The position peaked at $16.5K in Q2 2026. 772 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • Westside Investment Management held 200 shares of U.S. Small Cap Portfolio ETF Class Shares worth $15.7K as of Q3 2026.
  • Westside Investment Management left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q3 2026.
  • U.S. Small Cap Portfolio ETF Class Shares made up ﹤0.01% of Westside Investment Management's portfolio in Q3 2026, its #983 holding.
  • Westside Investment Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2025 and has held it in 5 quarters since.
  • Westside Investment Management's U.S. Small Cap Portfolio ETF Class Shares position peaked at $16.5K in Q2 2026.
  • 772 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Westside Investment Management's 13F filing for Q3 2026, filed 2 Nov 2026.