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

RKL 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	$367K	Hold	4,453	–	–	0.03%	156
2026 Q1	$317K	Hold	4,453	–	–	0.03%	154
2025 Q4	$310K	Hold	4,453	–	–	0.03%	160
2025 Q3	$305K	Hold	4,453	–	–	0.03%	159
2025 Q2	$284K	Hold	4,453	–	–	0.02%	155
2025 Q1	$266K	Hold	4,453	–	–	0.03%	160
2024 Q4	$290K	Hold	4,453	–	–	0.03%	146
2024 Q3	$289K	Hold	4,453	–	–	0.03%	131
2024 Q2	$268K	Sell	4,453 -192	-4%	-$11.6K	0.03%	126
2024 Q1	$290K	Hold	4,645	–	–	0.03%	124
2023 Q4	$277K	Hold	4,645	–	–	0.03%	124
2023 Q3	$244K	Hold	4,645	–	–	0.03%	115
2023 Q2	$255K	Hold	4,645	–	–	0.03%	119
2023 Q1	$245K	Hold	4,645	–	–	0.03%	123
2022 Q4	$238K	Hold	4,645	–	–	0.03%	121
2022 Q3	$216K	Hold	4,645	–	–	0.03%	124
2022 Q2	$223K	Hold	4,645	–	–	0.03%	127
2022 Q1	$260K	Hold	4,645	–	–	0.03%	125
2021 Q4	$279K	Hold	4,645	–	–	0.03%	109
2021 Q3	$267K	Buy	+4,645	New	+$268K	0.03%	111

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

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

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

RKL Wealth Management held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 4,453 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #156.

RKL Wealth Management first reported a position in DFAS in Q3 2021 and has held it in 20 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

RKL Wealth Management held 4,453 shares of Dimensional US Small Cap ETF worth $367K as of Q2 2026.
RKL Wealth Management left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
Dimensional US Small Cap ETF made up 0.03% of RKL Wealth Management's portfolio in Q2 2026, its #156 holding.
RKL Wealth Management first reported a position in Dimensional US Small Cap ETF in Q3 2021 and has held it in 20 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.