MWM
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MBE Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

MBE 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 		$562K Buy
6,825
+594
+10% +$46K 0.2% 71
2026
Q1 		$443K Buy
6,231
+11
+0.2% +$807 0.18% 76
2025
Q4 		$433K Buy
6,220
+118
+2% +$8.13K 0.18% 72
2025
Q3 		$418K Sell
6,102
-104
-2% -$6.94K 0.18% 72
2025
Q2 		$395K Buy
6,206
+110
+2% +$6.59K 0.17% 72
2025
Q1 		$364K Buy
6,096
+1,881
+45% +$121K 0.17% 72
2024
Q4 		$274K Buy
4,215
+10
+0.2% +$669 0.15% 72
2024
Q3 		$273K Sell
4,205
-20
-0.5% -$1.25K 0.15% 73
2024
Q2 		$254K Buy
4,225
+81
+2% +$4.88K 0.15% 74
2024
Q1 		$258K Buy
4,144
+79
+2% +$4.67K 0.16% 71
2023
Q4 		$242K Buy
+4,065
New +$218K 0.12% 73

Other funds holding DFAS

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
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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 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

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

MBE Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 9.5% in Q2 2026, buying an estimated $46K and bringing the position to 6,825 shares worth $562K. The position accounts for 0.2% of the portfolio, ranked #71.

MBE Wealth Management first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 457 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • MBE Wealth Management held 6,825 shares of Dimensional US Small Cap ETF worth $562K as of Q2 2026.
  • MBE Wealth Management bought 594 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $46K.
  • Dimensional US Small Cap ETF made up 0.2% of MBE Wealth Management's portfolio in Q2 2026, its #71 holding.
  • MBE Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 457 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.