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

JGP 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 		$14.5M Buy
175,504
+4,002
+2% +$310K 1.3% 16
2026
Q1 		$12.2M Buy
171,502
+15,428
+10% +$1.13M 1.27% 20
2025
Q4 		$10.9M Buy
+156,074
New +$10.8M 1.13% 24

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
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 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

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

JGP Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 2.3% in Q2 2026, buying an estimated $310K and bringing the position to 175,504 shares worth $14.5M. The position accounts for 1.3% of the portfolio, ranked #16.

JGP Wealth Management first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • JGP Wealth Management held 175,504 shares of Dimensional US Small Cap ETF worth $14.5M as of Q2 2026.
  • JGP Wealth Management bought 4,002 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $310K.
  • Dimensional US Small Cap ETF made up 1.3% of JGP Wealth Management's portfolio in Q2 2026, its #16 holding.
  • JGP Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.