Citadel Advisors
DFAS icon

Citadel Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Citadel Advisors’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
2025
Q4 		– Sell
-4,533
Closed -$310K – 12937
2025
Q3 		$310K Sell
4,533
-8,583
-65% -$573K ﹤0.01% 10289
2025
Q2 		$836K Sell
13,116
-5,709
-30% -$342K ﹤0.01% 7485
2025
Q1 		$1.12M Buy
18,825
+2,093
+13% +$135K ﹤0.01% 6707
2024
Q4 		$1.09M Buy
+16,732
New +$1.12M ﹤0.01% 6832
2023
Q4 		– Sell
-12,982
Closed -$681K – 14432
2023
Q3 		$681K Buy
+12,982
New +$715K ﹤0.01% 7383
2023
Q2 		– Sell
-38,001
Closed -$2M – 14505
2023
Q1 		$2M Buy
+38,001
New +$2.06M ﹤0.01% 5367

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
AF
Align Financial Hermantown, Minnesota $176M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return