HighTower Advisors
DFAS icon

HighTower Advisors’s Dimensional US Small Cap ETF 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
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% +$99.6K 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 $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

HighTower Advisors's DFAS Position: Q1 2026 in Review

HighTower Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.3% in Q1 2026, selling an estimated $216K and leaving 996,253 shares worth $70.9M. The position accounts for 0.08% of the portfolio, ranked #264.

HighTower Advisors first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • HighTower Advisors held 996,253 shares of Dimensional US Small Cap ETF worth $70.9M as of Q1 2026.
  • HighTower Advisors sold 2,949 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $216K.
  • Dimensional US Small Cap ETF made up 0.08% of HighTower Advisors's portfolio in Q1 2026, its #264 holding.
  • HighTower Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.