Empower Advisory Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Empower Advisory 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	$636K	Buy	7,729 +310	+4%	+$24K	﹤0.01%	311
2026 Q1	$528K	Sell	7,419 -1,423	-16%	-$104K	﹤0.01%	319
2025 Q4	$616K	Buy	8,842 +2,270	+35%	+$156K	﹤0.01%	305
2025 Q3	$450K	Hold	6,572	–	–	﹤0.01%	354
2025 Q2	$419K	Hold	6,572	–	–	﹤0.01%	347
2025 Q1	$393K	Sell	6,572 -90	-1%	-$5.79K	﹤0.01%	351
2024 Q4	$434K	Buy	6,662 +415	+7%	+$27.8K	﹤0.01%	341
2024 Q3	$405K	Buy	+6,247	New	+$391K	﹤0.01%	350
2024 Q1	–	Sell	-3,447	Closed	-$206K	–	500
2023 Q4	$206K	Buy	+3,447	New	+$185K	﹤0.01%	458

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

Empower Advisory Group's DFAS Position: Q2 2026 in Review

Empower Advisory Group increased its Dimensional US Small Cap ETF (DFAS) stake by 4.2% in Q2 2026, buying an estimated $24K and bringing the position to 7,729 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Empower Advisory Group first reported a position in DFAS in Q4 2023 and has held it in 9 quarters since. 914 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Empower Advisory Group held 7,729 shares of Dimensional US Small Cap ETF worth $636K as of Q2 2026.
Empower Advisory Group bought 310 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $24K.
Dimensional US Small Cap ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #311 holding.
Empower Advisory Group first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 9 quarters since.
914 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.