Smartleaf Asset Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Smartleaf Asset 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	$11.7M	Sell	168,970 -3,048	-2%	-$224K	0.42%	45
2025 Q4	$12.1M	Buy	172,018 +126,586	+279%	+$8.73M	0.46%	38
2025 Q3	$3.1M	Buy	45,432 +1,610	+4%	+$107K	0.19%	116
2025 Q2	$2.79M	Sell	43,822 -599	-1%	-$35.9K	0.25%	81
2025 Q1	$2.65M	Buy	44,421 +1,971	+5%	+$127K	0.26%	84
2024 Q4	$2.76M	Sell	42,450 -1,102	-3%	-$73.7K	0.28%	71
2024 Q3	$2.82M	Buy	43,552 +4,753	+12%	+$297K	0.34%	64
2024 Q2	$2.31M	Buy	38,799 +4,931	+15%	+$297K	0.38%	53
2024 Q1	$2.1M	Buy	33,868 +6,885	+26%	+$407K	0.41%	54
2023 Q4	$1.63M	Buy	+26,983	New	+$1.45M	0.44%	53

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

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

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Smartleaf Asset Management's DFAS Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 1.8% in Q1 2026, selling an estimated $224K and leaving 168,970 shares worth $11.7M. The position accounts for 0.42% of the portfolio, ranked #45.

Smartleaf Asset Management first reported a position in DFAS in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.1M in Q4 2025. 881 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Smartleaf Asset Management held 168,970 shares of Dimensional US Small Cap ETF worth $11.7M as of Q1 2026.
Smartleaf Asset Management sold 3,048 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $224K.
Dimensional US Small Cap ETF made up 0.42% of Smartleaf Asset Management's portfolio in Q1 2026, its #45 holding.
Smartleaf Asset Management first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Dimensional US Small Cap ETF position peaked at $12.1M in Q4 2025.
881 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.