VAS
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Vestmark Advisory Solutions’s Dimensional US Small Cap ETF DFAS Stock Holding History

Vestmark Advisory Solutions’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
Q2 		$7.16M Sell
86,944
-22,295
-20% -$1.73M 0.07% 301
2026
Q1 		$7.77M Buy
+109,239
New +$8.02M 0.09% 240

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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vestmark Advisory Solutions's DFAS Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Dimensional US Small Cap ETF (DFAS) stake by 20% in Q2 2026, selling an estimated $1.73M and leaving 86,944 shares worth $7.16M. The position accounts for 0.07% of the portfolio, ranked #301.

Vestmark Advisory Solutions first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.77M in Q1 2026. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Vestmark Advisory Solutions held 86,944 shares of Dimensional US Small Cap ETF worth $7.16M as of Q2 2026.
  • Vestmark Advisory Solutions sold 22,295 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.73M.
  • Dimensional US Small Cap ETF made up 0.07% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #301 holding.
  • Vestmark Advisory Solutions first reported a position in Dimensional US Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • Vestmark Advisory Solutions's Dimensional US Small Cap ETF position peaked at $7.77M in Q1 2026.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.