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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
Q2 		$55.7M Sell
676,193
-1,017
-0.2% -$78.8K 0.21% 71
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 $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EP Wealth Advisors's DFAS Position: Q2 2026 in Review

EP Wealth Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.15% in Q2 2026, selling an estimated $78.8K and leaving 676,193 shares worth $55.7M. The position accounts for 0.21% of the portfolio, ranked #71.

EP Wealth Advisors first reported a position in DFAS in Q2 2021 and has held it in 18 quarters since. 914 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • EP Wealth Advisors held 676,193 shares of Dimensional US Small Cap ETF worth $55.7M as of Q2 2026.
  • EP Wealth Advisors sold 1,017 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $78.8K.
  • Dimensional US Small Cap ETF made up 0.21% of EP Wealth Advisors's portfolio in Q2 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 18 quarters since.
  • 914 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.