Meridian Investment Counsel’s Dimensional US Small Cap ETF DFAS Stock Holding History

Meridian Investment Counsel’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	$725K	Hold	8,799	–	–	0.16%	138
2026 Q1	$626K	Hold	8,799	–	–	0.15%	139
2025 Q4	$613K	Hold	8,799	–	–	0.15%	145
2025 Q3	$602K	Hold	8,799	–	–	0.15%	139
2025 Q2	$561K	Hold	8,799	–	–	0.15%	136
2025 Q1	$526K	Hold	8,799	–	–	0.15%	135
2024 Q4	$573K	Hold	8,799	–	–	0.17%	127
2024 Q3	$571K	Hold	8,799	–	–	0.17%	127
2024 Q2	$529K	Hold	8,799	–	–	0.17%	133
2024 Q1	$549K	Hold	8,799	–	–	0.18%	125
2023 Q4	$525K	Hold	8,799	–	–	0.18%	125
2023 Q3	$462K	Hold	8,799	–	–	0.17%	130
2023 Q2	$482K	Hold	8,799	–	–	0.17%	130
2023 Q1	$464K	Hold	8,799	–	–	0.18%	125
2022 Q4	$450K	Hold	8,799	–	–	0.18%	128
2022 Q3	$409K	Hold	8,799	–	–	0.18%	123
2022 Q2	$422K	Hold	8,799	–	–	0.17%	124
2022 Q1	$493K	Hold	8,799	–	–	0.17%	130
2021 Q4	$528K	Hold	8,799	–	–	0.18%	121
2021 Q3	$506K	Hold	8,799	–	–	0.18%	119
2021 Q2	$514K	Buy	+8,799	New	+$512K	0.18%	120

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Meridian Investment Counsel's DFAS Position: Q2 2026 in Review

Meridian Investment Counsel held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 8,799 shares worth $725K. The position accounts for 0.16% of the portfolio, ranked #138.

Meridian Investment Counsel first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 726 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Meridian Investment Counsel held 8,799 shares of Dimensional US Small Cap ETF worth $725K as of Q2 2026.
Meridian Investment Counsel left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
Dimensional US Small Cap ETF made up 0.16% of Meridian Investment Counsel's portfolio in Q2 2026, its #138 holding.
Meridian Investment Counsel first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
726 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.