Index Fund Advisors
DFAS icon

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

Index Fund 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 		$485M Sell
5,887,790
-13,200
-0.2% -$1.02M 19.25% 1
2026
Q1 		$420M Buy
5,900,990
+56,393
+1% +$4.14M 18.89% 1
2025
Q4 		$407M Sell
5,844,597
-12,235
-0.2% -$843K 19.11% 1
2025
Q3 		$401M Buy
5,856,832
+30,872
+0.5% +$2.06M 19.45% 1
2025
Q2 		$371M Sell
5,825,960
-24,974
-0.4% -$1.5M 20.84% 1
2025
Q1 		$350M Sell
5,850,934
-692,676
-11% -$44.5M 21.62% 1
2024
Q4 		$426M Sell
6,543,610
-118,731
-2% -$7.94M 23.02% 1
2024
Q3 		$432M Sell
6,662,341
-57,373
-0.9% -$3.59M 22.9% 1
2024
Q2 		$404M Sell
6,719,714
-75,658
-1% -$4.55M 22.83% 1
2024
Q1 		$424M Sell
6,795,372
-26,432
-0.4% -$1.56M 23.39% 1
2023
Q4 		$407M Buy
6,821,804
+63,496
+0.9% +$3.4M 23.89% 2
2023
Q3 		$355M Sell
6,758,308
-2,148
-0% -$118K 23.56% 2
2023
Q2 		$370M Sell
6,760,456
-8,090
-0.1% -$422K 24.24% 2
2023
Q1 		$357M Sell
6,768,546
-46,806
-0.7% -$2.53M 24.37% 2
2022
Q4 		$349M Sell
6,815,352
-63,383
-0.9% -$3.26M 24.51% 2
2022
Q3 		$320M Buy
6,878,735
+258,656
+4% +$13.2M 24.78% 2
2022
Q2 		$318M Sell
6,620,079
-276,094
-4% -$14.3M 24.07% 2
2022
Q1 		$387M Buy
6,896,173
+30,160
+0.4% +$1.7M 28.81% 2
2021
Q4 		$412M Buy
+6,866,013
New +$415M 29.3% 2

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
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 $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Index Fund Advisors's DFAS Position: Q2 2026 in Review

Index Fund Advisors reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.22% in Q2 2026, selling an estimated $1.02M and leaving 5,887,790 shares worth $485M. The position accounts for 19.25% of the portfolio, ranked #1.

Index Fund Advisors first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Index Fund Advisors held 5,887,790 shares of U.S. Small Cap Portfolio ETF Class Shares worth $485M as of Q2 2026.
  • Index Fund Advisors sold 13,200 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.02M.
  • U.S. Small Cap Portfolio ETF Class Shares made up 19.25% of Index Fund Advisors's portfolio in Q2 2026, its #1 holding.
  • Index Fund Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and has held it in 19 quarters since.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.