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Lynch & Associates’s Dimensional US Small Cap ETF DFAS Stock Holding History

Lynch & Associates’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 		$941K Buy
11,433
+825
+8% +$63.9K 0.16% 89
2026
Q1 		$755K Buy
10,608
+2,535
+31% +$186K 0.14% 89
2025
Q4 		$562K Buy
8,073
+1,857
+30% +$128K 0.11% 99
2025
Q3 		$426K Buy
6,216
+571
+10% +$38.1K 0.08% 103
2025
Q2 		$360K Buy
5,645
+374
+7% +$22.4K 0.07% 108
2025
Q1 		$315K Buy
5,271
+349
+7% +$22.4K 0.07% 108
2024
Q4 		$320K Buy
4,922
+373
+8% +$24.9K 0.07% 106
2024
Q3 		$295K Buy
4,549
+576
+14% +$36.1K 0.06% 110
2024
Q2 		$239K Buy
+3,973
New +$239K 0.05% 112

Other funds holding DFAS

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
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Lynch & Associates's DFAS Position: Q2 2026 in Review

Lynch & Associates increased its Dimensional US Small Cap ETF (DFAS) stake by 7.8% in Q2 2026, buying an estimated $63.9K and bringing the position to 11,433 shares worth $941K. The position accounts for 0.16% of the portfolio, ranked #89.

Lynch & Associates first reported a position in DFAS in Q2 2024 and has held it in 9 quarters since. 180 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Lynch & Associates held 11,433 shares of Dimensional US Small Cap ETF worth $941K as of Q2 2026.
  • Lynch & Associates bought 825 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $63.9K.
  • Dimensional US Small Cap ETF made up 0.16% of Lynch & Associates's portfolio in Q2 2026, its #89 holding.
  • Lynch & Associates first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 180 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.