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Index Fund Advisors’s Dimensional US Small Cap ETF 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
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 $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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Index Fund Advisors's DFAS Position: Q1 2026 in Review

Index Fund Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 0.96% in Q1 2026, buying an estimated $4.14M and bringing the position to 5,900,990 shares worth $420M. The position accounts for 18.89% of the portfolio, ranked #1.

Index Fund Advisors first reported a position in DFAS in Q4 2021 and has held it in 18 quarters since. The position peaked at $432M in Q3 2024. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Index Fund Advisors held 5,900,990 shares of Dimensional US Small Cap ETF worth $420M as of Q1 2026.
  • Index Fund Advisors bought 56,393 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $4.14M.
  • Dimensional US Small Cap ETF made up 18.89% of Index Fund Advisors's portfolio in Q1 2026, its #1 holding.
  • Index Fund Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Index Fund Advisors's Dimensional US Small Cap ETF position peaked at $432M in Q3 2024.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.