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Hill Investment Group Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Hill Investment Group Partners’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 		$304K Hold
4,269
– – 0.03% 44
2025
Q4 		$297K Hold
4,269
– – 0.04% 43
2025
Q3 		$292K Hold
4,269
– – 0.04% 43
2025
Q2 		$272K Hold
4,269
– – 0.04% 44
2025
Q1 		$255K Sell
4,269
-62,670
-94% -$4.03M 0.04% 43
2024
Q4 		$4.36M Sell
66,939
-22,278
-25% -$1.49M 0.58% 21
2024
Q3 		$5.31M Hold
89,217
– – 0.74% 20
2024
Q2 		$5.76M Buy
89,217
+3,281
+4% +$197K 0.78% 20
2024
Q1 		$5.36M Sell
85,936
-732
-0.8% -$43.3K 0.76% 19
2023
Q4 		$5.17M Sell
86,668
-5,927
-6% -$318K 0.76% 18
2023
Q3 		$4.86M Sell
92,595
-40
-0% -$2.2K 0.81% 19
2023
Q2 		$5.08M Sell
92,635
-7,144
-7% -$373K 0.91% 18
2023
Q1 		$5.26M Sell
99,779
-491
-0.5% -$26.6K 1.03% 17
2022
Q4 		$5.13M Sell
100,270
-2,421
-2% -$125K 1.24% 16
2022
Q3 		$4.78M Sell
102,691
-1,533
-1% -$78.3K 1.38% 16
2022
Q2 		$5M Sell
104,224
-5,307
-5% -$275K 1.4% 15
2022
Q1 		$6.14M Sell
109,531
-115
-0.1% -$6.47K 2.01% 10
2021
Q4 		$6.58M Sell
109,646
-2,049
-2% -$124K 3.84% 5
2021
Q3 		$6.42M Sell
111,695
-1,202
-1% -$69.3K 4.15% 5
2021
Q2 		$6.59M Buy
+112,897
New +$6.57M 5.45% 4

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 $2.31B AUM 26.52% 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 $2.57B AUM 21.7% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Hill Investment Group Partners's DFAS Position: Q1 2026 in Review

Hill Investment Group Partners held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 4,269 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #44.

Hill Investment Group Partners first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.59M in Q2 2021. 881 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Hill Investment Group Partners held 4,269 shares of Dimensional US Small Cap ETF worth $304K as of Q1 2026.
  • Hill Investment Group Partners left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional US Small Cap ETF made up 0.03% of Hill Investment Group Partners's portfolio in Q1 2026, its #44 holding.
  • Hill Investment Group Partners first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Hill Investment Group Partners's Dimensional US Small Cap ETF position peaked at $6.59M in Q2 2021.
  • 881 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Hill Investment Group Partners's 13F filing for Q1 2026, filed 12 May 2026.