Janney Montgomery Scott
DFAS icon

Janney Montgomery Scott’s Dimensional US Small Cap ETF DFAS Stock Holding History

Janney Montgomery Scott’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 		$3.52M Buy
49,438
+8,994
+22% +$660K 0.01% 1014
2025
Q4 		$2.82M Buy
40,444
+14,383
+55% +$992K 0.01% 1172
2025
Q3 		$1.78M Buy
26,061
+3,319
+15% +$222K ﹤0.01% 1374
2025
Q2 		$1.45M Buy
22,742
+791
+4% +$47.4K ﹤0.01% 1369
2025
Q1 		$1.31M Sell
21,951
-2,983
-12% -$192K ﹤0.01% 1381
2024
Q4 		$1.62M Sell
24,934
-703
-3% -$47K ﹤0.01% 1266
2024
Q3 		$1.66M Buy
25,637
+2,136
+9% +$134K ﹤0.01% 1245
2024
Q2 		$1.41M Buy
23,501
+4,344
+23% +$261K ﹤0.01% 1270
2024
Q1 		$1.19M Buy
19,157
+1,188
+7% +$70.3K ﹤0.01% 1428
2023
Q4 		$1.07M Buy
17,969
+4,995
+39% +$268K ﹤0.01% 1407
2023
Q3 		$681K Buy
12,974
+782
+6% +$43.1K ﹤0.01% 1570
2023
Q2 		$668K Buy
12,192
+3,160
+35% +$165K ﹤0.01% 1656
2023
Q1 		$476K Buy
9,032
+120
+1% +$6.5K ﹤0.01% 1760
2022
Q4 		$456K Hold
8,912
– – ﹤0.01% 1839
2022
Q3 		$415K Hold
8,912
– – ﹤0.01% 1806
2022
Q2 		$434K Buy
+8,912
New +$462K ﹤0.01% 1681
2022
Q1 		– Sell
-8,912
Closed -$535K – 2269
2021
Q4 		$535K Hold
8,912
– – ﹤0.01% 1670
2021
Q3 		$512K Buy
8,912
+665
+8% +$38.4K ﹤0.01% 1638
2021
Q2 		$482K Buy
+8,247
New +$480K ﹤0.01% 1661

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

Janney Montgomery Scott's DFAS Position: Q1 2026 in Review

Janney Montgomery Scott increased its Dimensional US Small Cap ETF (DFAS) stake by 22% in Q1 2026, buying an estimated $660K and bringing the position to 49,438 shares worth $3.52M. The position accounts for 0.01% of the portfolio, ranked #1014.

Janney Montgomery Scott first reported a position in DFAS in Q2 2021 and has held it in 19 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Janney Montgomery Scott held 49,438 shares of Dimensional US Small Cap ETF worth $3.52M as of Q1 2026.
  • Janney Montgomery Scott bought 8,994 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $660K.
  • Dimensional US Small Cap ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1014 holding.
  • Janney Montgomery Scott first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 19 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.