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KM Capital Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

KM Capital 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 		$696K Buy
8,446
+14
+0.2% +$1.08K 0.33% 34
2026
Q1 		$645K Buy
8,432
+10
+0.1% +$734 0.43% 23
2025
Q4 		$587K Sell
8,422
-487
-5% -$33.6K 0.3% 37
2025
Q3 		$610K Sell
8,909
-1,225
-12% -$81.8K 0.28% 36
2025
Q2 		$646K Sell
10,134
-1,203
-11% -$72.1K 0.32% 34
2025
Q1 		$677K Sell
11,337
-2,898
-20% -$186K 0.37% 35
2024
Q4 		$926K Sell
14,235
-3,524
-20% -$236K 0.48% 28
2024
Q3 		$1.15M Buy
17,759
+34
+0.2% +$2.13K 0.62% 26
2024
Q2 		$1.06M Sell
17,725
-787
-4% -$47.4K 0.55% 28
2024
Q1 		$1.15M Buy
18,512
+530
+3% +$31.4K 0.64% 26
2023
Q4 		$1.07M Sell
17,982
-5,823
-24% -$312K 0.62% 27
2023
Q3 		$1.25M Sell
23,805
-11,722
-33% -$646K 0.85% 24
2023
Q2 		$1.95M Sell
35,527
-62,223
-64% -$3.25M 1.4% 18
2023
Q1 		$5.15M Buy
97,750
+6,097
+7% +$330K 4.75% 6
2022
Q4 		$4.69M Buy
+91,653
New +$4.72M 4.66% 6

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KM Capital Management's DFAS Position: Q2 2026 in Review

KM Capital Management increased its Dimensional US Small Cap ETF (DFAS) stake by 0.17% in Q2 2026, buying an estimated $1.08K and bringing the position to 8,446 shares worth $696K. The position accounts for 0.33% of the portfolio, ranked #34.

KM Capital Management first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.15M in Q1 2023. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • KM Capital Management held 8,446 shares of Dimensional US Small Cap ETF worth $696K as of Q2 2026.
  • KM Capital Management bought 14 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.08K.
  • Dimensional US Small Cap ETF made up 0.33% of KM Capital Management's portfolio in Q2 2026, its #34 holding.
  • KM Capital Management first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • KM Capital Management's Dimensional US Small Cap ETF position peaked at $5.15M in Q1 2023.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.