Jim Simons’s Dimensional US Small Cap ETF DFAS Stock Holding History

Jim Simons’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	$882K	Buy	+12,400	New	+$910K	﹤0.01%	2333
2025 Q4	–	Sell	-4,000	Closed	-$274K	–	3340
2025 Q3	$274K	Sell	4,000 -16,400	-80%	-$1.09M	﹤0.01%	3039
2025 Q2	$1.3M	Sell	20,400 -4,600	-18%	-$276K	﹤0.01%	2367
2025 Q1	$1.49M	Buy	25,000 +8,000	+47%	+$514K	﹤0.01%	2170
2024 Q4	$1.11M	Buy	+17,000	New	+$1.14M	﹤0.01%	2442
2024 Q3	–	Sell	-10,600	Closed	-$637K	–	3595
2024 Q2	$637K	Buy	+10,600	New	+$638K	﹤0.01%	2581
2024 Q1	–	Sell	-6,200	Closed	-$370K	–	3770
2023 Q4	$370K	Sell	6,200 -9,358	-60%	-$501K	﹤0.01%	2894
2023 Q3	$817K	Buy	15,558 +52	+0.3%	+$2.87K	﹤0.01%	2433
2023 Q2	$850K	Buy	+15,506	New	+$809K	﹤0.01%	2567
2023 Q1	–	Sell	-8,200	Closed	-$419K	–	4045
2022 Q4	$419K	Buy	+8,200	New	+$422K	﹤0.01%	3044

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Jim Simons's DFAS Position: Q1 2026 in Review

Jim Simons opened a new position in Dimensional US Small Cap ETF (DFAS) in Q1 2026: 12,400 shares worth $882K. The stake represents ﹤0.01% of the portfolio and ranks #2333 among its holdings. This is a return to the name: Jim Simons previously reported a position in DFAS as recently as Q3 2025.

Jim Simons first reported a position in DFAS in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.49M in Q1 2025. 887 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Jim Simons held 12,400 shares of Dimensional US Small Cap ETF worth $882K as of Q1 2026.
Dimensional US Small Cap ETF was a new Jim Simons position in Q1 2026.
Dimensional US Small Cap ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2333 holding.
Jim Simons first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 10 quarters since.
Jim Simons's Dimensional US Small Cap ETF position peaked at $1.49M in Q1 2025.
887 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.