HighTower Advisors
DFAS icon

HighTower Advisors’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

HighTower 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 		$92.8M Buy
1,127,524
+131,271
+13% +$10.2M 0.09% 221
2026
Q1 		$70.9M Sell
996,253
-2,949
-0.3% -$216K 0.08% 264
2025
Q4 		$69.6M Buy
999,202
+31,884
+3% +$2.2M 0.08% 257
2025
Q3 		$66.2M Buy
967,318
+17,614
+2% +$1.18M 0.08% 273
2025
Q2 		$60.5M Sell
949,704
-22,293
-2% -$1.34M 0.08% 274
2025
Q1 		$58.1M Sell
971,997
-29,938
-3% -$1.93M 0.08% 261
2024
Q4 		$65.2M Sell
1,001,935
-14,572
-1% -$975K 0.09% 235
2024
Q3 		$65.9M Sell
1,016,507
-46,156
-4% -$2.89M 0.09% 227
2024
Q2 		$63.8M Sell
1,062,663
-47,632
-4% -$2.87M 0.1% 218
2024
Q1 		$69.2M Buy
1,110,295
+899,063
+426% +$53.2M 0.11% 196
2023
Q4 		$12.6M Buy
211,232
+15,745
+8% +$844K 0.02% 615
2023
Q3 		$10.3M Buy
195,487
+81,797
+72% +$4.51M 0.02% 659
2023
Q2 		$6.23M Buy
113,690
+26,674
+31% +$1.39M 0.01% 812
2023
Q1 		$4.58M Sell
87,016
-12,778
-13% -$692K 0.01% 898
2022
Q4 		$5.1M Buy
99,794
+18,506
+23% +$953K 0.01% 845
2022
Q3 		$3.78M Buy
81,288
+1,949
+2% +$100K 0.01% 921
2022
Q2 		$3.81M Sell
79,339
-3,371
-4% -$175K 0.01% 938
2022
Q1 		$4.64M Sell
82,710
-402
-0.5% -$22.6K 0.01% 927
2021
Q4 		$4.98M Buy
83,112
+469
+0.6% +$28.3K 0.01% 899
2021
Q3 		$4.75M Buy
82,643
+8,904
+12% +$514K 0.01% 840
2021
Q2 		$4.3M Buy
+73,739
New +$4.29M 0.01% 868

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
Index Fund Advisors
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
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HighTower Advisors's DFAS Position: Q2 2026 in Review

HighTower Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 13% in Q2 2026, buying an estimated $10.2M and bringing the position to 1,127,524 shares worth $92.8M. The position accounts for 0.09% of the portfolio, ranked #221.

HighTower Advisors first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 918 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • HighTower Advisors held 1,127,524 shares of U.S. Small Cap Portfolio ETF Class Shares worth $92.8M as of Q2 2026.
  • HighTower Advisors bought 131,271 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $10.2M.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.09% of HighTower Advisors's portfolio in Q2 2026, its #221 holding.
  • HighTower Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
  • 918 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.