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

Bryn Mawr 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	$534K	Buy	6,488 +95	+1%	+$7.36K	0.02%	286
2026 Q1	$455K	Hold	6,393	–	–	0.02%	289
2025 Q4	$445K	Hold	6,393	–	–	0.02%	289
2025 Q3	$438K	Hold	6,393	–	–	0.02%	295
2025 Q2	$407K	Buy	6,393 +53	+0.8%	+$3.18K	0.02%	293
2025 Q1	$379K	Buy	+6,340	New	+$408K	0.02%	290
2023 Q4	–	Sell	-6,001	Closed	-$315K	–	405
2023 Q3	$315K	Hold	6,001	–	–	0.02%	322
2023 Q2	$329K	Hold	6,001	–	–	0.03%	238
2023 Q1	$316K	Buy	6,001 +783	+15%	+$42.4K	0.03%	228
2022 Q4	$267K	Hold	5,218	–	–	0.03%	239
2022 Q3	$243K	Sell	5,218 -796	-13%	-$40.7K	0.09%	125
2022 Q2	$289K	Buy	6,014 +1,768	+42%	+$91.7K	0.1%	121
2022 Q1	$238K	Hold	4,246	–	–	0.07%	144
2021 Q4	$255K	Hold	4,246	–	–	0.1%	88
2021 Q3	$244K	Hold	4,246	–	–	0.11%	84
2021 Q2	$248K	Buy	+4,246	New	+$247K	0.11%	83

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

IFA

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bryn Mawr Capital Management's DFAS Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its Dimensional US Small Cap ETF (DFAS) stake by 1.5% in Q2 2026, buying an estimated $7.36K and bringing the position to 6,488 shares worth $534K. The position accounts for 0.02% of the portfolio, ranked #286.

Bryn Mawr Capital Management first reported a position in DFAS in Q2 2021 and has held it in 16 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Bryn Mawr Capital Management held 6,488 shares of Dimensional US Small Cap ETF worth $534K as of Q2 2026.
Bryn Mawr Capital Management bought 95 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $7.36K.
Dimensional US Small Cap ETF made up 0.02% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #286 holding.
Bryn Mawr Capital Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 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 Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.