LIM
DFAS icon

Leavell Investment Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Leavell Investment 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 		$878K Hold
10,663
– – 0.03% 343
2026
Q1 		$758K Buy
+10,663
New +$783K 0.03% 342

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

Leavell Investment Management's DFAS Position: Q2 2026 in Review

Leavell Investment Management held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 10,663 shares worth $878K. The position accounts for 0.03% of the portfolio, ranked #343.

Leavell Investment Management first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Leavell Investment Management held 10,663 shares of Dimensional US Small Cap ETF worth $878K as of Q2 2026.
  • Leavell Investment Management left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.03% of Leavell Investment Management's portfolio in Q2 2026, its #343 holding.
  • Leavell Investment Management first reported a position in Dimensional US Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.