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Prudent Man Investment Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Prudent Man Investment 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 		$309K Sell
4,438
-6
-0.1% -$465 0.11% 24
2026
Q1 		$310K Hold
4,444
– – 0.1% 24
2025
Q4 		$310K Sell
4,444
-374
-8% -$25.8K 0.1% 25
2025
Q3 		$314K Hold
4,818
– – 0.17% 20
2025
Q2 		$314K Hold
4,818
– – 0.17% 20
2025
Q1 		$314K Hold
4,818
– – 0.17% 20
2024
Q4 		$314K Buy
+4,818
New +$322K 0.17% 20

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Prudent Man Investment Management's DFAS Position: Q2 2026 in Review

Prudent Man Investment Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.14% in Q2 2026, selling an estimated $465 and leaving 4,438 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #24.

Prudent Man Investment Management first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. The position peaked at $314K in Q3 2025. 512 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Prudent Man Investment Management held 4,438 shares of Dimensional US Small Cap ETF worth $309K as of Q2 2026.
  • Prudent Man Investment Management sold 6 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $465.
  • Dimensional US Small Cap ETF made up 0.11% of Prudent Man Investment Management's portfolio in Q2 2026, its #24 holding.
  • Prudent Man Investment Management first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Prudent Man Investment Management's Dimensional US Small Cap ETF position peaked at $314K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.