Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$108K Hold
1,517
– – ﹤0.01% 543
2025
Q4 		$106K Hold
1,517
– – ﹤0.01% 549
2025
Q3 		$104K Hold
1,517
– – ﹤0.01% 543
2025
Q2 		$96.6K Buy
+1,517
New +$90.9K ﹤0.01% 561

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 $424B AUM 22.94% 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 $8.83B AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's DFAS Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 1,517 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Kayne Anderson Rudnick Investment Management first reported a position in DFAS in Q2 2025 and has held it in 4 quarters since. 883 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 1,517 shares of Dimensional US Small Cap ETF worth $108K as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #543 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Dimensional US Small Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 883 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.