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

Meritas 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	$396K	Hold	4,814	–	–	0.15%	45
2026 Q1	$342K	Hold	4,814	–	–	0.15%	44
2025 Q4	$335K	Hold	4,814	–	–	0.16%	44
2025 Q3	$330K	Hold	4,814	–	–	0.16%	42
2025 Q2	$307K	Hold	4,814	–	–	0.17%	41
2025 Q1	$288K	Hold	4,814	–	–	0.17%	41
2024 Q4	$313K	Hold	4,814	–	–	0.19%	40
2024 Q3	$312K	Hold	4,814	–	–	0.19%	39
2024 Q2	$289K	Sell	4,814 -40	-0.8%	-$2.41K	0.2%	37
2024 Q1	$303K	Hold	4,854	–	–	0.21%	36
2023 Q4	$289K	Buy	4,854 +241	+5%	+$12.9K	0.22%	36
2023 Q3	$242K	Hold	4,613	–	–	0.19%	37
2023 Q2	$253K	Hold	4,613	–	–	0.19%	37
2023 Q1	$243K	Hold	4,613	–	–	0.19%	36
2022 Q4	$236K	Buy	+4,613	New	+$237K	0.19%	41

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

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

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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

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

Meritas Wealth Management held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 4,814 shares worth $396K. The position accounts for 0.15% of the portfolio, ranked #45.

Meritas Wealth Management first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 483 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Meritas Wealth Management held 4,814 shares of Dimensional US Small Cap ETF worth $396K as of Q2 2026.
Meritas Wealth Management left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
Dimensional US Small Cap ETF made up 0.15% of Meritas Wealth Management's portfolio in Q2 2026, its #45 holding.
Meritas Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
483 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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