SMC
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Smith, Moore & Co’s Dimensional US Small Cap ETF DFAS Stock Holding History

Smith, Moore & Co’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 		– Sell
-16,065
Closed -$1.12M – 566
2025
Q4 		$1.12M Buy
16,065
+1,403
+10% +$96.7K 0.08% 192
2025
Q3 		$1M Buy
14,662
+768
+6% +$51.3K 0.08% 212
2025
Q2 		$885K Sell
13,894
-1,004
-7% -$60.2K 0.07% 224
2025
Q1 		$890K Buy
14,898
+667
+5% +$42.9K 0.08% 213
2024
Q4 		$926K Buy
14,231
+230
+2% +$15.4K 0.08% 200
2024
Q3 		$908K Buy
14,001
+1,743
+14% +$109K 0.09% 192
2024
Q2 		$736K Buy
12,258
+3,406
+38% +$205K 0.08% 212
2024
Q1 		$552K Buy
8,852
+3,772
+74% +$223K 0.06% 253
2023
Q4 		$303K Buy
+5,080
New +$272K 0.04% 324

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

Smith, Moore & Co's DFAS Position: Q1 2026 in Review

Smith, Moore & Co sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2026, closing a stake of 16,065 shares — an estimated $1.12M sold.

Smith, Moore & Co first reported a position in DFAS in Q4 2023 and held it in 9 quarters. The position peaked at $1.12M in Q4 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Smith, Moore & Co reported no remaining Dimensional US Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Smith, Moore & Co sold 16,065 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $1.12M.
  • Smith, Moore & Co first reported a position in Dimensional US Small Cap ETF in Q4 2023 and held it in 9 quarters.
  • Smith, Moore & Co's Dimensional US Small Cap ETF position peaked at $1.12M in Q4 2025.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.