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
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 $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

Equitable Holdings's DFAS Position: Q1 2026 in Review

Equitable Holdings reduced its Dimensional US Small Cap ETF (DFAS) stake by 22% in Q1 2026, selling an estimated $895K and leaving 42,476 shares worth $2.96M. The position accounts for 0.02% of the portfolio, ranked #603.

Equitable Holdings first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.81M in Q4 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Equitable Holdings held 42,476 shares of Dimensional US Small Cap ETF worth $2.96M as of Q1 2026.
  • Equitable Holdings sold 12,194 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $895K.
  • Dimensional US Small Cap ETF made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #603 holding.
  • Equitable Holdings first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Equitable Holdings's Dimensional US Small Cap ETF position peaked at $3.81M in Q4 2025.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.