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

Tilson 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	$25.9M	Buy	314,786 +5,900	+2%	+$457K	7.13%	4
2026 Q1	$22M	Buy	308,886 +5,220	+2%	+$383K	6.59%	4
2025 Q4	$21.2M	Buy	303,666 +9,212	+3%	+$635K	6.51%	4
2025 Q3	$20.2M	Sell	294,454 -509	-0.2%	-$34K	6.62%	4
2025 Q2	$18.8M	Buy	294,963 +3,095	+1%	+$186K	7.09%	4
2025 Q1	$17.4M	Buy	291,868 +9,208	+3%	+$592K	6.9%	4
2024 Q4	$18.4M	Buy	282,660 +3,545	+1%	+$237K	7.51%	4
2024 Q3	$18.1M	Buy	279,115 +7,542	+3%	+$472K	7.84%	3
2024 Q2	$16.3M	Buy	271,573 +14,140	+5%	+$851K	16.48%	1
2024 Q1	$16M	Buy	257,433 +34,897	+16%	+$2.06M	8.62%	2
2023 Q4	$13.3M	Buy	222,536 +119,474	+116%	+$6.4M	8.54%	2
2023 Q3	$5.41M	Buy	103,062 +7,128	+7%	+$393K	4.25%	8
2023 Q2	$5.26M	Buy	95,934 +8,586	+10%	+$448K	8.94%	4
2023 Q1	$4.6M	Buy	87,348 +2,877	+3%	+$156K	3.76%	9
2022 Q4	$4.32M	Buy	+84,471	New	+$4.35M	3.68%	9

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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

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

Tilson Financial Group increased its Dimensional US Small Cap ETF (DFAS) stake by 1.9% in Q2 2026, buying an estimated $457K and bringing the position to 314,786 shares worth $25.9M. The position accounts for 7.13% of the portfolio, ranked #4.

Tilson Financial Group first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 483 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Tilson Financial Group held 314,786 shares of Dimensional US Small Cap ETF worth $25.9M as of Q2 2026.
Tilson Financial Group bought 5,900 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $457K.
Dimensional US Small Cap ETF made up 7.13% of Tilson Financial Group's portfolio in Q2 2026, its #4 holding.
Tilson Financial Group first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
483 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.