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 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return

DKM Wealth Management's TMSL Position: Q1 2026 in Review

DKM Wealth Management increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 25% in Q1 2026, buying an estimated $262K and bringing the position to 34,584 shares worth $1.27M. The position accounts for 0.91% of the portfolio, ranked #19.

DKM Wealth Management first reported a position in TMSL in Q4 2024 and has held it in 5 quarters since. 151 funds tracked by Wall St. Rank hold TMSL as of Q1 2026.

DKM Wealth Management held 34,584 shares of T. Rowe Price Small-Mid Cap ETF worth $1.27M as of Q1 2026.
DKM Wealth Management bought 6,922 T. Rowe Price Small-Mid Cap ETF shares in Q1 2026, an estimated $262K.
T. Rowe Price Small-Mid Cap ETF made up 0.91% of DKM Wealth Management's portfolio in Q1 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 5 quarters since.
151 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.