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

EP Wealth 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
2026
Q1 		$48.2M Buy
677,210
+367,895
+119% +$27M 0.24% 71
2025
Q4 		$21.5M Buy
+309,315
New +$21.3M 0.11% 121
2025
Q2 		$22.1M Buy
346,275
+4,979
+1% +$298K 0.15% 116
2025
Q1 		$20.4M Buy
341,296
+131,958
+63% +$8.49M 0.16% 108
2024
Q4 		$13.6M Sell
209,338
-466
-0.2% -$31.2K 0.11% 127
2024
Q3 		$13.6M Sell
209,804
-962
-0.5% -$60.2K 0.12% 125
2024
Q2 		$12.7M Buy
210,766
+7,754
+4% +$467K 0.13% 105
2024
Q1 		$12.7M Sell
203,012
-4,518
-2% -$267K 0.15% 100
2023
Q4 		$12.4M Buy
207,530
+1,306
+0.6% +$70K 0.16% 97
2023
Q3 		$10.8M Sell
206,224
-14,862
-7% -$819K 0.17% 95
2023
Q2 		$11.9M Buy
221,086
+191,313
+643% +$9.98M 0.17% 92
2023
Q1 		$802K Sell
29,773
-181,406
-86% -$9.82M 0.01% 332
2022
Q4 		$10.8M Sell
211,179
-13,885
-6% -$715K 0.19% 85
2022
Q3 		$10.5M Sell
225,064
-1,640
-0.7% -$83.8K 0.24% 75
2022
Q2 		$10.9M Sell
226,704
-9,960
-4% -$516K 0.25% 71
2022
Q1 		$13.3M Buy
+236,664
New +$13.3M 0.29% 68
2021
Q3 		– Sell
-207,516
Closed -$12.1M – 537
2021
Q2 		$12.1M Buy
+207,516
New +$12.1M 0.34% 60

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 $2.57B AUM 21.7% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

EP Wealth Advisors's DFAS Position: Q1 2026 in Review

EP Wealth Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 119% in Q1 2026, buying an estimated $27M and bringing the position to 677,210 shares worth $48.2M. The position accounts for 0.24% of the portfolio, ranked #71.

EP Wealth Advisors first reported a position in DFAS in Q2 2021 and has held it in 17 quarters since. 881 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • EP Wealth Advisors held 677,210 shares of Dimensional US Small Cap ETF worth $48.2M as of Q1 2026.
  • EP Wealth Advisors bought 367,895 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $27M.
  • Dimensional US Small Cap ETF made up 0.24% of EP Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • EP Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 17 quarters since.
  • 881 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.