ZIM
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Zacks Investment Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Zacks Investment 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
Q2 		$549K Buy
6,668
+2,511
+60% +$195K ﹤0.01% 501
2026
Q1 		$296K Buy
+4,157
New +$305K ﹤0.01% 587
2023
Q3 		– Sell
-6,028
Closed -$330K – 631
2023
Q2 		$330K Buy
6,028
+1,901
+46% +$99.2K ﹤0.01% 514
2023
Q1 		$218K Buy
4,127
+127
+3% +$6.88K ﹤0.01% 568
2022
Q4 		$205K Buy
+4,000
New +$206K ﹤0.01% 565

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

Zacks Investment Management's DFAS Position: Q2 2026 in Review

Zacks Investment Management increased its Dimensional US Small Cap ETF (DFAS) stake by 60% in Q2 2026, buying an estimated $195K and bringing the position to 6,668 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Zacks Investment Management first reported a position in DFAS in Q4 2022 and has held it in 5 quarters since. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Zacks Investment Management held 6,668 shares of Dimensional US Small Cap ETF worth $549K as of Q2 2026.
  • Zacks Investment Management bought 2,511 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $195K.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #501 holding.
  • Zacks Investment Management first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 5 quarters since.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.