Financial Engines Advisors
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Financial Engines Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Financial Engines 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 		$14.8M Buy
208,517
+8,232
+4% +$604K 0.03% 92
2025
Q4 		$14M Buy
200,285
+4,682
+2% +$323K 0.03% 98
2025
Q3 		$13.4M Buy
195,603
+74,205
+61% +$4.95M 0.03% 97
2025
Q2 		$7.73M Sell
121,398
-2,536
-2% -$152K 0.02% 112
2025
Q1 		$7.41M Sell
123,934
-8,605
-6% -$553K 0.02% 107
2024
Q4 		$8.63M Buy
132,539
+66,630
+101% +$4.46M 0.02% 102
2024
Q3 		$4.27M Sell
65,909
-132
-0.2% -$8.26K 0.01% 133
2024
Q2 		$3.97M Buy
+66,041
New +$3.97M 0.01% 134
2022
Q4 		– Sell
-9,498
Closed -$441K – 292
2022
Q3 		$441K Buy
9,498
+9
+0.1% +$460 ﹤0.01% 207
2022
Q2 		$455K Buy
9,489
+5,162
+119% +$268K ﹤0.01% 211
2022
Q1 		$243K Buy
4,327
+4
+0.1% +$225 ﹤0.01% 284
2021
Q4 		$259K Sell
4,323
-7,590
-64% -$458K ﹤0.01% 242
2021
Q3 		$685K Buy
+11,913
New +$687K ﹤0.01% 137

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

Financial Engines Advisors's DFAS Position: Q1 2026 in Review

Financial Engines Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 4.1% in Q1 2026, buying an estimated $604K and bringing the position to 208,517 shares worth $14.8M. The position accounts for 0.03% of the portfolio, ranked #92.

Financial Engines Advisors first reported a position in DFAS in Q3 2021 and has held it in 13 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Financial Engines Advisors held 208,517 shares of Dimensional US Small Cap ETF worth $14.8M as of Q1 2026.
  • Financial Engines Advisors bought 8,232 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $604K.
  • Dimensional US Small Cap ETF made up 0.03% of Financial Engines Advisors's portfolio in Q1 2026, its #92 holding.
  • Financial Engines Advisors first reported a position in Dimensional US Small Cap ETF in Q3 2021 and has held it in 13 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

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