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

TME Financial’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 		$8.54M Buy
103,731
+40,407
+64% +$3.13M 5.27% 5
2026
Q1 		$4.5M Buy
63,324
+503
+0.8% +$36.9K 3.12% 12
2025
Q4 		$4.38M Buy
62,821
+8,312
+15% +$573K 3.07% 12
2025
Q3 		$3.73M Buy
54,509
+4,253
+8% +$284K 2.8% 13
2025
Q2 		$3.2M Sell
50,256
-5,638
-10% -$338K 2.59% 13
2025
Q1 		$3.34M Buy
+55,894
New +$3.59M 2.9% 12

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 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WTB
Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return

TME Financial's DFAS Position: Q2 2026 in Review

TME Financial increased its Dimensional US Small Cap ETF (DFAS) stake by 64% in Q2 2026, buying an estimated $3.13M and bringing the position to 103,731 shares worth $8.54M. The position accounts for 5.27% of the portfolio, ranked #5.

TME Financial first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. 626 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • TME Financial held 103,731 shares of Dimensional US Small Cap ETF worth $8.54M as of Q2 2026.
  • TME Financial bought 40,407 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $3.13M.
  • Dimensional US Small Cap ETF made up 5.27% of TME Financial's portfolio in Q2 2026, its #5 holding.
  • TME Financial first reported a position in Dimensional US Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 626 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on TME Financial's 13F filing for Q2 2026, filed 23 Jul 2026.