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

EQ 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 		$865K Buy
12,167
+6,295
+107% +$462K 0.51% 29
2025
Q4 		$409K Buy
+5,872
New +$405K 0.24% 35
2025
Q3 		– Sell
-66
Closed -$4.21K – 85
2025
Q2 		$4.21K Hold
66
– – ﹤0.01% 163
2025
Q1 		$3.94K Buy
+66
New +$4.24K ﹤0.01% 173

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

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

EQ Wealth Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 107% in Q1 2026, buying an estimated $462K and bringing the position to 12,167 shares worth $865K. The position accounts for 0.51% of the portfolio, ranked #29.

EQ Wealth Advisors first reported a position in DFAS in Q1 2025 and has held it in 4 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • EQ Wealth Advisors held 12,167 shares of Dimensional US Small Cap ETF worth $865K as of Q1 2026.
  • EQ Wealth Advisors bought 6,295 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $462K.
  • Dimensional US Small Cap ETF made up 0.51% of EQ Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • EQ Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.