Ameriprise
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Ameriprise’s Dimensional US Small Cap ETF DFAS Stock Holding History

Ameriprise’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
Q1 		$1.75M Buy
24,630
+7,834
+47% +$575K ﹤0.01% 3020
2025
Q4 		$1.17M Buy
16,796
+1,992
+13% +$137K ﹤0.01% 3256
2025
Q3 		$1.01M Sell
14,804
-1,167
-7% -$77.9K ﹤0.01% 3353
2025
Q2 		$1.02M Sell
15,971
-513
-3% -$30.8K ﹤0.01% 3258
2025
Q1 		$985K Buy
16,484
+1,343
+9% +$86.4K ﹤0.01% 3214
2024
Q4 		$985K Buy
15,141
+7,603
+101% +$509K ﹤0.01% 3239
2024
Q3 		$489K Buy
7,538
+2,203
+41% +$138K ﹤0.01% 3483
2024
Q2 		$321K Buy
5,335
+811
+18% +$48.8K ﹤0.01% 3572
2024
Q1 		$282K Buy
+4,524
New +$268K ﹤0.01% 3606

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Ameriprise's DFAS Position: Q1 2026 in Review

Ameriprise increased its Dimensional US Small Cap ETF (DFAS) stake by 47% in Q1 2026, buying an estimated $575K and bringing the position to 24,630 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3020.

Ameriprise first reported a position in DFAS in Q1 2024 and has held it in 9 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Ameriprise held 24,630 shares of Dimensional US Small Cap ETF worth $1.75M as of Q1 2026.
  • Ameriprise bought 7,834 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $575K.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3020 holding.
  • Ameriprise first reported a position in Dimensional US Small Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.