EH
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Equitable Holdings’s Dimensional US Small Cap ETF DFAS Stock Holding History

Equitable Holdings’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 		$3.23M Sell
39,225
-3,251
-8% -$252K 0.02% 584
2026
Q1 		$2.96M Sell
42,476
-12,194
-22% -$895K 0.02% 603
2025
Q4 		$3.81M Buy
54,670
+9,933
+22% +$685K 0.03% 444
2025
Q3 		$3.06M Buy
44,737
+398
+0.9% +$26.6K 0.02% 480
2025
Q2 		$2.82M Buy
44,339
+2,177
+5% +$131K 0.02% 475
2025
Q1 		$2.52M Buy
42,162
+252
+0.6% +$16.2K 0.02% 451
2024
Q4 		$2.73M Buy
41,910
+945
+2% +$63.2K 0.03% 407
2024
Q3 		$2.66M Buy
40,965
+2,494
+6% +$156K 0.03% 415
2024
Q2 		$2.31M Buy
38,471
+1,584
+4% +$95.3K 0.02% 424
2024
Q1 		$2.3M Buy
36,887
+2,057
+6% +$122K 0.03% 414
2023
Q4 		$2.08M Buy
34,830
+2,811
+9% +$151K 0.03% 402
2023
Q3 		$1.68M Buy
32,019
+325
+1% +$17.9K 0.02% 410
2023
Q2 		$1.74M Buy
31,694
+695
+2% +$36.3K 0.03% 380
2023
Q1 		$1.63M Sell
30,999
-177
-0.6% -$9.58K 0.03% 371
2022
Q4 		$1.59M Sell
31,176
-727
-2% -$37.4K 0.03% 337
2022
Q3 		$1.48M Buy
31,903
+9,530
+43% +$487K 0.03% 312
2022
Q2 		$1.07M Buy
22,373
+1
+0% +$52 0.02% 397
2022
Q1 		$1.25M Buy
22,372
+200
+0.9% +$11.3K 0.02% 367
2021
Q4 		$1.33M Buy
22,172
+93
+0.4% +$5.62K 0.02% 350
2021
Q3 		$1.27M Sell
22,079
-1,178
-5% -$67.9K 0.02% 332
2021
Q2 		$1.36M Buy
+23,257
New +$1.35M 0.02% 317

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

Equitable Holdings's DFAS Position: Q2 2026 in Review

Equitable Holdings reduced its Dimensional US Small Cap ETF (DFAS) stake by 7.7% in Q2 2026, selling an estimated $252K and leaving 39,225 shares worth $3.23M. The position accounts for 0.02% of the portfolio, ranked #584.

Equitable Holdings first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.81M in Q4 2025. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Equitable Holdings held 39,225 shares of Dimensional US Small Cap ETF worth $3.23M as of Q2 2026.
  • Equitable Holdings sold 3,251 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $252K.
  • Dimensional US Small Cap ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #584 holding.
  • Equitable Holdings first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Equitable Holdings's Dimensional US Small Cap ETF position peaked at $3.81M in Q4 2025.
  • 912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.