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SVB Wealth’s Dimensional US Small Cap ETF DFAS Stock Holding History

SVB Wealth’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
-4,152
Closed -$289K – 389
2025
Q4 		$289K Buy
4,152
+6
+0.1% +$414 0.02% 342
2025
Q3 		$284K Sell
4,146
-2,356
-36% -$157K 0.02% 361
2025
Q2 		$414K Sell
6,502
-5,559
-46% -$333K 0.02% 322
2025
Q1 		$721K Buy
12,061
+5
+0% +$322 0.03% 184
2024
Q4 		$785K Buy
+12,056
New +$806K 0.01% 362
2024
Q3 		– Sell
-12,553
Closed -$754K – 159
2024
Q2 		$754K Buy
12,553
+5
+0% +$301 0.02% 366
2024
Q1 		$782K Buy
12,548
+4
+0% +$237 0.02% 390
2023
Q4 		$748K Buy
12,544
+5
+0% +$268 0.02% 393
2023
Q3 		$658K Buy
12,539
+6
+0% +$331 0.01% 393
2023
Q2 		$687K Buy
12,533
+6
+0% +$313 0.01% 409
2023
Q1 		$660K Sell
12,527
-1,804
-13% -$97.7K 0.01% 472
2022
Q4 		$733K Sell
14,331
-5,995
-29% -$309K 0.01% 471
2022
Q3 		$945K Buy
20,326
+6
+0% +$306 0.01% 380
2022
Q2 		$976K Buy
20,320
+5,436
+37% +$282K 0.02% 330
2022
Q1 		$835K Buy
14,884
+3,507
+31% +$197K 0.01% 352
2021
Q4 		$683K Buy
11,377
+60
+0.5% +$3.62K 0.01% 373
2021
Q3 		$651K Buy
11,317
+5
+0% +$288 0.01% 515
2021
Q2 		$660K Buy
+11,312
New +$658K 0.01% 498

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

SVB Wealth's DFAS Position: Q1 2026 in Review

SVB Wealth sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2026, closing a stake of 4,152 shares — an estimated $289K sold.

SVB Wealth first reported a position in DFAS in Q2 2021 and held it in 18 quarters. The position peaked at $976K in Q2 2022. 888 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • SVB Wealth reported no remaining Dimensional US Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • SVB Wealth sold 4,152 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $289K.
  • SVB Wealth first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 18 quarters.
  • SVB Wealth's Dimensional US Small Cap ETF position peaked at $976K in Q2 2022.
  • 888 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on SVB Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.