MML Investors Services
DFAS icon

MML Investors Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

MML Investors Services’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 		$11.7M Buy
164,578
+14,979
+10% +$1.1M 0.03% 489
2025
Q4 		$10.4M Buy
149,599
+14,270
+11% +$984K 0.03% 565
2025
Q3 		$9.26M Buy
135,329
+9,187
+7% +$613K 0.02% 575
2025
Q2 		$8.04M Buy
126,142
+8,693
+7% +$521K 0.02% 601
2025
Q1 		$7.02M Buy
117,449
+26,701
+29% +$1.72M 0.02% 597
2024
Q4 		$5.91M Buy
90,748
+10,869
+14% +$727K 0.02% 635
2024
Q3 		$5.18M Buy
79,879
+3,633
+5% +$227K 0.02% 667
2024
Q2 		$4.58M Buy
76,246
+460
+0.6% +$27.7K 0.02% 675
2024
Q1 		$4.72M Buy
75,786
+8,052
+12% +$476K 0.02% 662
2023
Q4 		$4.04M Sell
67,734
-10,189
-13% -$546K 0.02% 698
2023
Q3 		$4.09M Buy
77,923
+10,561
+16% +$582K 0.02% 622
2023
Q2 		$3.69M Buy
67,362
+21,120
+46% +$1.1M 0.02% 649
2023
Q1 		$2.44M Buy
46,242
+3,002
+7% +$163K 0.02% 702
2022
Q4 		$2.21M Sell
43,240
-3,286
-7% -$169K 0.01% 788
2022
Q3 		$2.16M Sell
46,526
-4,461
-9% -$228K 0.02% 730
2022
Q2 		$2.45M Sell
50,987
-24,873
-33% -$1.29M 0.02% 676
2022
Q1 		$4.25M Buy
75,860
+7,067
+10% +$398K 0.03% 493
2021
Q4 		$4.13M Buy
68,793
+7,791
+13% +$471K 0.03% 500
2021
Q3 		$3.51M Buy
61,002
+15,010
+33% +$866K 0.03% 534
2021
Q2 		$2.69M Buy
+45,992
New +$2.68M 0.02% 595

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