Morgan Stanley
DFAS icon

Morgan Stanley’s Dimensional US Small Cap ETF DFAS Stock Holding History

Morgan Stanley’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 		$10.8M Sell
152,475
-5,954
-4% -$437K ﹤0.01% 3503
2025
Q4 		$11M Sell
158,429
-74,415
-32% -$5.13M ﹤0.01% 3525
2025
Q3 		$15.9M Sell
232,844
-39,095
-14% -$2.61M ﹤0.01% 3102
2025
Q2 		$17.3M Buy
271,939
+1,945
+0.7% +$117K ﹤0.01% 2954
2025
Q1 		$16.1M Buy
269,994
+5,949
+2% +$383K ﹤0.01% 2908
2024
Q4 		$17.2M Buy
264,045
+41,418
+19% +$2.77M ﹤0.01% 2906
2024
Q3 		$14.4M Buy
222,627
+18,055
+9% +$1.13M ﹤0.01% 3114
2024
Q2 		$12.3M Buy
204,572
+47,770
+30% +$2.88M ﹤0.01% 3152
2024
Q1 		$9.78M Sell
156,802
-102,886
-40% -$6.09M ﹤0.01% 3367
2023
Q4 		$15.5M Buy
259,688
+151,254
+139% +$8.11M ﹤0.01% 3565
2023
Q3 		$5.69M Buy
108,434
+19,536
+22% +$1.08M ﹤0.01% 3641
2023
Q2 		$4.87M Buy
88,898
+62,127
+232% +$3.24M ﹤0.01% 3792
2023
Q1 		$1.41M Buy
26,771
+6,792
+34% +$368K ﹤0.01% 4661
2022
Q4 		$1.02M Sell
19,979
-1,773
-8% -$91.3K ﹤0.01% 4859
2022
Q3 		$1.01M Buy
21,752
+2,733
+14% +$140K ﹤0.01% 4872
2022
Q2 		$913K Buy
19,019
+699
+4% +$36.2K ﹤0.01% 5072
2022
Q1 		$1.03M Buy
18,320
+14,337
+360% +$807K ﹤0.01% 4973
2021
Q4 		$239K Hold
3,983
– – ﹤0.01% 5972
2021
Q3 		$229K Buy
+3,983
New +$230K ﹤0.01% 5927

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Bank of America
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IFA
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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