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 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

DKM Wealth Management's TMSL Position: Q2 2026 in Review

DKM Wealth Management increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 1.3% in Q2 2026, buying an estimated $18K and bringing the position to 35,025 shares worth $1.54M. The position accounts for 1% of the portfolio, ranked #19.

DKM Wealth Management first reported a position in TMSL in Q4 2024 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold TMSL as of Q2 2026.

DKM Wealth Management held 35,025 shares of T. Rowe Price Small-Mid Cap ETF worth $1.54M as of Q2 2026.
DKM Wealth Management bought 441 T. Rowe Price Small-Mid Cap ETF shares in Q2 2026, an estimated $18K.
T. Rowe Price Small-Mid Cap ETF made up 1% of DKM Wealth Management's portfolio in Q2 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 6 quarters since.
165 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2026.

Based on DKM Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.