Chilton Capital Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Chilton Capital Management’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	$49.4K	Sell	600 -75	-11%	-$5.81K	﹤0.01%	351
2026 Q1	$48K	Hold	675	–	–	﹤0.01%	338
2025 Q4	$47K	Hold	675	–	–	﹤0.01%	342
2025 Q3	$46.2K	Hold	675	–	–	﹤0.01%	360
2025 Q2	$43K	Sell	675 -1,476	-69%	-$88.5K	﹤0.01%	348
2025 Q1	$129K	Buy	+2,151	New	+$138K	0.01%	252

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Chilton Capital Management's DFAS Position: Q2 2026 in Review

Chilton Capital Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 11% in Q2 2026, selling an estimated $5.81K and leaving 600 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Chilton Capital Management first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. The position peaked at $129K in Q1 2025. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Chilton Capital Management held 600 shares of Dimensional US Small Cap ETF worth $49.4K as of Q2 2026.
Chilton Capital Management sold 75 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $5.81K.
Dimensional US Small Cap ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #351 holding.
Chilton Capital Management first reported a position in Dimensional US Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
Chilton Capital Management's Dimensional US Small Cap ETF position peaked at $129K in Q1 2025.
912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.