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K2 Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History

K2 Financial’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 		$474K Sell
5,797
-711
-11% -$55.1K 0.33% 51
2026
Q1 		$501K Buy
6,508
+20
+0.3% +$1.47K 0.36% 50
2025
Q4 		$473K Sell
6,488
-374
-5% -$25.8K 0.37% 51
2025
Q3 		$463K Sell
6,862
-3
-0% -$200 0.37% 49
2025
Q2 		$442K Buy
6,865
+119
+2% +$7.13K 0.39% 49
2025
Q1 		$368K Buy
6,746
+275
+4% +$17.7K 0.36% 52
2024
Q4 		$418K Buy
+6,471
New +$433K 0.42% 50

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

K2 Financial's DFAS Position: Q2 2026 in Review

K2 Financial reduced its Dimensional US Small Cap ETF (DFAS) stake by 11% in Q2 2026, selling an estimated $55.1K and leaving 5,797 shares worth $474K. The position accounts for 0.33% of the portfolio, ranked #51.

K2 Financial first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. The position peaked at $501K in Q1 2026. 288 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • K2 Financial held 5,797 shares of Dimensional US Small Cap ETF worth $474K as of Q2 2026.
  • K2 Financial sold 711 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $55.1K.
  • Dimensional US Small Cap ETF made up 0.33% of K2 Financial's portfolio in Q2 2026, its #51 holding.
  • K2 Financial first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • K2 Financial's Dimensional US Small Cap ETF position peaked at $501K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.