MMPW
DFAS icon

Mitchell McLeod Pugh & Williams’s Dimensional US Small Cap ETF DFAS Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$3.99M Buy
48,508
+17,482
+56% +$1.35M 0.49% 41
2026
Q1 		$2.21M Buy
31,026
+25,625
+474% +$1.88M 0.33% 61
2025
Q4 		$412K Buy
+5,401
New +$372K 0.06% 219

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's DFAS Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Dimensional US Small Cap ETF (DFAS) stake by 56% in Q2 2026, buying an estimated $1.35M and bringing the position to 48,508 shares worth $3.99M. The position accounts for 0.49% of the portfolio, ranked #41.

Mitchell McLeod Pugh & Williams first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 48,508 shares of Dimensional US Small Cap ETF worth $3.99M as of Q2 2026.
  • Mitchell McLeod Pugh & Williams bought 17,482 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.35M.
  • Dimensional US Small Cap ETF made up 0.49% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #41 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in Dimensional US Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.