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

Samalin 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 		$1.72M Sell
20,861
-44
-0.2% -$3.41K 0.54% 46
2026
Q1 		$1.49M Buy
20,905
+1,569
+8% +$115K 0.53% 45
2025
Q4 		$1.35M Buy
19,336
+1,169
+6% +$80.6K 0.48% 49
2025
Q3 		$1.24M Sell
18,167
-273
-1% -$18.2K 0.43% 57
2025
Q2 		$1.17M Buy
18,440
+2,174
+13% +$130K 0.45% 56
2025
Q1 		$972K Buy
16,266
+3,096
+24% +$199K 0.39% 65
2024
Q4 		$857K Buy
13,170
+1,541
+13% +$103K 0.37% 76
2024
Q3 		$754K Sell
11,629
-31
-0.3% -$1.94K 0.33% 90
2024
Q2 		$701K Buy
11,660
+101
+0.9% +$6.08K 0.33% 92
2024
Q1 		$721K Buy
11,559
+646
+6% +$38.2K 0.34% 83
2023
Q4 		$651K Buy
10,913
+625
+6% +$33.5K 0.33% 88
2023
Q3 		$540K Buy
10,288
+1,321
+15% +$72.8K 0.31% 97
2023
Q2 		$491K Buy
8,967
+576
+7% +$30K 0.27% 115
2023
Q1 		$442K Buy
8,391
+930
+12% +$50.4K 0.27% 110
2022
Q4 		$382K Buy
+7,461
New +$384K 0.24% 129

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
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
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

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

Samalin Investment Counsel reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.21% in Q2 2026, selling an estimated $3.41K and leaving 20,861 shares worth $1.72M. The position accounts for 0.54% of the portfolio, ranked #46.

Samalin Investment Counsel first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 430 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Samalin Investment Counsel held 20,861 shares of Dimensional US Small Cap ETF worth $1.72M as of Q2 2026.
  • Samalin Investment Counsel sold 44 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $3.41K.
  • Dimensional US Small Cap ETF made up 0.54% of Samalin Investment Counsel's portfolio in Q2 2026, its #46 holding.
  • Samalin Investment Counsel first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 430 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.