DKM Wealth Management’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

DKM Wealth Management’s Portfolio TMSL Stock Details TMSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.5M	Buy	36,752 +1,727	+5%	+$73.9K	0.95%	19
2026 Q2	$1.54M	Buy	35,025 +441	+1%	+$18K	1%	19
2026 Q1	$1.27M	Buy	34,584 +6,922	+25%	+$262K	0.91%	19
2025 Q4	$993K	Sell	27,662 -500	-2%	-$17.7K	0.74%	23
2025 Q3	$990K	Buy	28,162 +5,651	+25%	+$192K	0.8%	22
2025 Q2	$738K	Buy	+22,511	New	+$691K	0.64%	22
2025 Q1	–	Sell	-16,075	Closed	-$518K	–	55
2024 Q4	$518K	Buy	+16,075	New	+$535K	0.49%	27

Other funds holding TMSL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

DKM Wealth Management's TMSL Position: Q3 2026 in Review

DKM Wealth Management increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 4.9% in Q3 2026, buying an estimated $73.9K and bringing the position to 36,752 shares worth $1.5M. The position accounts for 0.95% of the portfolio, ranked #19.

DKM Wealth Management first reported a position in TMSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q2 2026. 119 funds tracked by Wall St. Rank hold TMSL as of Q3 2026.

DKM Wealth Management held 36,752 shares of T. Rowe Price Small-Mid Cap ETF worth $1.5M as of Q3 2026.
DKM Wealth Management bought 1,727 T. Rowe Price Small-Mid Cap ETF shares in Q3 2026, an estimated $73.9K.
T. Rowe Price Small-Mid Cap ETF made up 0.95% of DKM Wealth Management's portfolio in Q3 2026, its #19 holding.
DKM Wealth Management first reported a position in T. Rowe Price Small-Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
DKM Wealth Management's T. Rowe Price Small-Mid Cap ETF position peaked at $1.54M in Q2 2026.
119 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.