JWM
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JDH Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

JDH Wealth 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 		$8.09M Sell
98,258
-998
-1% -$77.3K 4.92% 7
2026
Q1 		$7.06M Sell
99,256
-65
-0.1% -$4.77K 4.76% 7
2025
Q4 		$6.92M Sell
99,321
-446
-0.4% -$30.7K 4.74% 7
2025
Q3 		$6.83M Sell
99,767
-44
-0% -$2.94K 4.85% 7
2025
Q2 		$6.36M Buy
99,811
+5,260
+6% +$315K 4.87% 7
2025
Q1 		$5.65M Buy
94,551
+4,202
+5% +$270K 4.85% 7
2024
Q4 		$5.88M Buy
+90,349
New +$6.04M 5.16% 7

Other funds holding DFAS

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

JDH Wealth Management's DFAS Position: Q2 2026 in Review

JDH Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 1% in Q2 2026, selling an estimated $77.3K and leaving 98,258 shares worth $8.09M. The position accounts for 4.92% of the portfolio, ranked #7.

JDH Wealth Management first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • JDH Wealth Management held 98,258 shares of Dimensional US Small Cap ETF worth $8.09M as of Q2 2026.
  • JDH Wealth Management sold 998 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $77.3K.
  • Dimensional US Small Cap ETF made up 4.92% of JDH Wealth Management's portfolio in Q2 2026, its #7 holding.
  • JDH Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 324 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.