Empower Advisory Group
DFAS icon

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
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
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

Empower Advisory Group's DFAS Position: Q1 2026 in Review

Empower Advisory Group reduced its Dimensional US Small Cap ETF (DFAS) stake by 16% in Q1 2026, selling an estimated $104K and leaving 7,419 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Empower Advisory Group first reported a position in DFAS in Q4 2023 and has held it in 8 quarters since. The position peaked at $616K in Q4 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Empower Advisory Group held 7,419 shares of Dimensional US Small Cap ETF worth $528K as of Q1 2026.
  • Empower Advisory Group sold 1,423 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $104K.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #319 holding.
  • Empower Advisory Group first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 8 quarters since.
  • Empower Advisory Group's Dimensional US Small Cap ETF position peaked at $616K in Q4 2025.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.