Dimensional - US Small Cap ETF (DFAS)
Dimensional U.S. Small Cap ETF $DFAS Shares Acquired by Apella Capital LLC
Apella Capital LLC lifted its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 1.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 357,928 shares of the company's stock after buying an additional 6,394 shares during the quarter. Apella Capital LLC
DFAS: A Solid Small-Cap ETF, But DFSV Is The Better Option
DFA Dimensional US Small Cap ETF (DFAS) receives a 'Hold' rating due to underperformance versus DFSV and other small-cap peers. DFAS offers broad diversification and systematic factor tilts but lags DFSV in valuation, dividend yield, and long-term returns. DFAS's modest overweight to financials may offer some resilience in a rising-rate environment, but better small-cap options exist.
Dimensional U.S. Small Cap ETF $DFAS Shares Bought by Chicago Partners Investment Group LLC
Chicago Partners Investment Group LLC raised its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 2.3% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 667,600 shares of the company's stock after acquiring an additional 15,157 shares
Dimensional U.S. Small Cap ETF $DFAS Stock Holdings Increased by Confluence Wealth Services Inc.
Confluence Wealth Services Inc. grew its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 6.5% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,006,896 shares of the company's stock after acquiring an additional 61,161 shares during the period. Dimensional
Merit Financial Group LLC Sells 59,566 Shares of Dimensional U.S. Small Cap ETF $DFAS
Merit Financial Group LLC reduced its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 51.7% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 55,745 shares of the company's stock after selling 59,566 shares during the quarter. Merit
Farther Finance Advisors LLC Buys 62,303 Shares of Dimensional U.S. Small Cap ETF $DFAS
Farther Finance Advisors LLC increased its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 24.2% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 319,942 shares of the company's stock after acquiring an additional
Diversify Advisory Services LLC Makes New $1.27 Million Investment in Dimensional U.S. Small Cap ETF $DFAS
Diversify Advisory Services LLC purchased a new position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 17,001 shares of the company's stock, valued at approximately $1,267,000. A number of other large investors have also
15,127 Shares in Dimensional U.S. Small Cap ETF $DFAS Purchased by BIP Wealth LLC
BIP Wealth LLC purchased a new position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 15,127 shares of the company's stock, valued at approximately $1,054,000. Other institutional investors and hedge
MBA Advisors LLC Has $6.58 Million Position in Dimensional U.S. Small Cap ETF $DFAS
MBA Advisors LLC lifted its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 10.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 94,481 shares of the company's stock after purchasing an additional 9,256 shares during the period. Dimensional U.S. Small Cap
Savvy Advisors Inc. Boosts Holdings in Dimensional U.S. Small Cap ETF $DFAS
Savvy Advisors Inc. raised its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 41.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 53,827 shares of the company's stock after acquiring an additional 15,851 shares during the
Enzi Wealth Has $3.55 Million Stock Position in Dimensional U.S. Small Cap ETF $DFAS
Enzi Wealth lessened its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 70.5% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 47,996 shares of the company's stock after selling 114,447 shares during the quarter. Dimensional U.S. Small Cap ETF makes up
Disciplined Equity Management Inc. Has $24.40 Million Holdings in Dimensional U.S. Small Cap ETF $DFAS
Disciplined Equity Management Inc. lifted its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 2.3% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 350,232 shares of the company's stock after acquiring an additional 8,029
Dynamic Advisor Solutions LLC Sells 56,090 Shares of Dimensional U.S. Small Cap ETF $DFAS
Dynamic Advisor Solutions LLC reduced its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 21.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 203,109 shares of the company's stock after selling 56,090 shares during the period. Dynamic Advisor Solutions LLC owned
Dimensional U.S. Small Cap ETF $DFAS Shares Sold by CGN Advisors LLC
CGN Advisors LLC trimmed its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 5.8% during the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 136,525 shares of the company's stock after selling 8,340 shares during the quarter. CGN Advisors LLC
First Command Advisory Services Inc. Sells 67,855 Shares of Dimensional U.S. Small Cap ETF $DFAS
First Command Advisory Services Inc. decreased its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 5.6% during the undefined quarter, according to the company in its most recent filing with the SEC. The firm owned 1,151,703 shares of the company's stock after selling 67,855 shares during the quarter. Dimensional
Embree Financial Group Sells 11,772 Shares of Dimensional U.S. Small Cap ETF $DFAS
Embree Financial Group trimmed its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 26.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,924 shares of the company's stock after selling 11,772 shares during the quarter.
DFAS: Compelling Small Cap ETF, But Some Peers May Be Better
Dimensional U.S. Small Cap ETF has a portfolio of 2,000+ U.S. small caps, blending size, value, and quality factors. DFAS has moderate value characteristics and is well-diversified across sectors and holdings, with a focus on industrials and financials. Despite recent underperformance, DFAS has nicely outperformed the Russell 2000 benchmark since its listing, with lower volatility.
DFAS: A Small-Cap ETF With A Quality Tilt Outperforming In The Category
DFAS offers diversified small-cap exposure with over 2,000 holdings, focusing on high profitability and disciplined valuation, outperforming the Russell 2000 over time. The fund avoids excessive micro-cap and biotech exposure, maintaining above-average profitability and a balanced sector allocation versus peers. DFAS has slightly higher expenses but benefits from low turnover, strong liquidity, and a quality tilt that supports resilience in challenging environments.
3 Great Small-Cap ETFs for 2025
Zachary Evens: Small stocks have underperformed their larger counterparts for a long time, prompting some people, including myself, to ask: why bother with small-cap ETFs? While there's an argument to be made on both sides, small-cap valuations are undeniably low, offering investors some upside if they converge with their fair value. Small-cap stocks are risky, though, and investors should control risk if they aim to capture that upside.
DFAS: A Good Small-Cap Option
Small caps have underperformed large caps, but I believe they will outperform over time, making the Dimensional U.S. Small Cap ETF a strong consideration. The DFAS ETF is highly diversified, with no position over 0.45%, and focuses on sectors like Financials and Industrials, offering a value tilt. DFAS has a 0.26% expense ratio and uses Dimensional's factor-based approach, potentially outperforming passive small-cap ETFs despite higher volatility.