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Savant Capital’s Dimensional US Small Cap ETF DFAS Stock Holding History

Savant Capital’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 		$77.7M Sell
1,092,969
-96,325
-8% -$7.07M 0.38% 45
2025
Q4 		$82.9M Sell
1,189,294
-91,575
-7% -$6.31M 0.47% 37
2025
Q3 		$87.7M Sell
1,280,869
-34,765
-3% -$2.32M 0.53% 35
2025
Q2 		$83.8M Sell
1,315,634
-37,190
-3% -$2.23M 0.6% 31
2025
Q1 		$80.8M Sell
1,352,824
-15,869
-1% -$1.02M 0.68% 28
2024
Q4 		$89.1M Buy
1,368,693
+349,613
+34% +$23.4M 0.7% 26
2024
Q3 		$66.1M Buy
1,019,080
+177,339
+21% +$11.1M 0.55% 32
2024
Q2 		$50.6M Sell
841,741
-131,287
-13% -$7.9M 0.51% 38
2024
Q1 		$60.7M Sell
973,028
-391,582
-29% -$23.2M 0.7% 23
2023
Q4 		$81.4M Buy
1,364,610
+233,637
+21% +$12.5M 1.05% 17
2023
Q3 		$59.4M Buy
1,130,973
+525,567
+87% +$29M 0.89% 21
2023
Q2 		$33.2M Buy
605,406
+1,607
+0.3% +$83.8K 0.52% 36
2023
Q1 		$31.8M Buy
603,799
+5,535
+0.9% +$300K 0.59% 29
2022
Q4 		$30.6M Buy
598,264
+1,875
+0.3% +$96.5K 0.75% 26
2022
Q3 		$27.7M Sell
596,389
-9,248
-2% -$472K 0.86% 27
2022
Q2 		$29.1M Sell
605,637
-8,100
-1% -$420K 0.88% 26
2022
Q1 		$34.4M Sell
613,737
-5,310
-0.9% -$299K 1.13% 21
2021
Q4 		$37.1M Sell
619,047
-7,126
-1% -$430K 1.2% 20
2021
Q3 		$36M Sell
626,173
-7,205
-1% -$416K 1.31% 17
2021
Q2 		$37M Buy
+633,378
New +$36.8M 1.49% 16

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

Savant Capital's DFAS Position: Q1 2026 in Review

Savant Capital reduced its Dimensional US Small Cap ETF (DFAS) stake by 8.1% in Q1 2026, selling an estimated $7.07M and leaving 1,092,969 shares worth $77.7M. The position accounts for 0.38% of the portfolio, ranked #45.

Savant Capital first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $89.1M in Q4 2024. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Savant Capital held 1,092,969 shares of Dimensional US Small Cap ETF worth $77.7M as of Q1 2026.
  • Savant Capital sold 96,325 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $7.07M.
  • Dimensional US Small Cap ETF made up 0.38% of Savant Capital's portfolio in Q1 2026, its #45 holding.
  • Savant Capital first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Savant Capital's Dimensional US Small Cap ETF position peaked at $89.1M in Q4 2024.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.