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Blume Capital Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Blume Capital 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 		$3.88M Sell
47,134
-965
-2% -$74.8K 0.57% 52
2026
Q1 		$3.42M Hold
48,099
– – 0.58% 49
2025
Q4 		$3.35M Sell
48,099
-100
-0.2% -$6.89K 0.61% 48
2025
Q3 		$3.3M Sell
48,199
-375
-0.8% -$25K 0.63% 46
2025
Q2 		$3.09M Sell
48,574
-125
-0.3% -$7.49K 0.62% 47
2025
Q1 		$2.91M Buy
48,699
+2,785
+6% +$179K 0.65% 45
2024
Q4 		$2.99M Buy
45,914
+250
+0.5% +$16.7K 0.67% 49
2024
Q3 		$2.96M Sell
45,664
-100
-0.2% -$6.26K 0.66% 46
2024
Q2 		$2.75M Hold
45,764
– – 0.66% 44
2024
Q1 		$2.85M Buy
45,764
+825
+2% +$48.8K 0.69% 46
2023
Q4 		$2.68M Buy
44,939
+15
+0% +$804 0.7% 46
2023
Q3 		$2.36M Buy
44,924
+5,684
+14% +$313K 0.7% 46
2023
Q2 		$2.15M Buy
39,240
+1,550
+4% +$80.9K 0.63% 44
2023
Q1 		$1.99M Buy
37,690
+1,995
+6% +$108K 0.63% 44
2022
Q4 		$1.83M Buy
35,695
+11,780
+49% +$606K 0.62% 45
2022
Q3 		$1.11M Buy
+23,915
New +$1.22M 0.42% 47

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

Blume Capital Management's DFAS Position: Q2 2026 in Review

Blume Capital Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 2% in Q2 2026, selling an estimated $74.8K and leaving 47,134 shares worth $3.88M. The position accounts for 0.57% of the portfolio, ranked #52.

Blume Capital Management first reported a position in DFAS in Q3 2022 and has held it in 16 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Blume Capital Management held 47,134 shares of Dimensional US Small Cap ETF worth $3.88M as of Q2 2026.
  • Blume Capital Management sold 965 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $74.8K.
  • Dimensional US Small Cap ETF made up 0.57% of Blume Capital Management's portfolio in Q2 2026, its #52 holding.
  • Blume Capital Management first reported a position in Dimensional US Small Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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