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Seamount Financial Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Seamount Financial Group’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 		$819K Buy
9,952
+332
+3% +$25.7K 0.33% 67
2026
Q1 		$684K Buy
9,620
+693
+8% +$50.9K 0.31% 71
2025
Q4 		$622K Buy
8,927
+436
+5% +$30.1K 0.28% 77
2025
Q3 		$581K Buy
8,491
+268
+3% +$17.9K 0.27% 77
2025
Q2 		$524K Buy
+8,223
New +$493K 0.27% 80

Other funds holding DFAS

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Seamount Financial Group's DFAS Position: Q2 2026 in Review

Seamount Financial Group increased its Dimensional US Small Cap ETF (DFAS) stake by 3.5% in Q2 2026, buying an estimated $25.7K and bringing the position to 9,952 shares worth $819K. The position accounts for 0.33% of the portfolio, ranked #67.

Seamount Financial Group first reported a position in DFAS in Q2 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Seamount Financial Group held 9,952 shares of Dimensional US Small Cap ETF worth $819K as of Q2 2026.
  • Seamount Financial Group bought 332 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $25.7K.
  • Dimensional US Small Cap ETF made up 0.33% of Seamount Financial Group's portfolio in Q2 2026, its #67 holding.
  • Seamount Financial Group first reported a position in Dimensional US Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 324 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.