AlphaCore Capital’s Dimensional US Small Cap ETF DFAS Stock Holding History

AlphaCore Capital’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	$1.81M	Buy	25,426 +271	+1%	+$19.9K	0.04%	269
2025 Q4	$1.75M	Buy	25,155 +5	+0%	+$345	0.04%	294
2025 Q3	$1.72M	Buy	25,150 +603	+2%	+$40.2K	0.06%	213
2025 Q2	$1.56M	Sell	24,547 -48,008	-66%	-$2.88M	0.06%	204
2025 Q1	$4.34M	Buy	+72,555	New	+$4.67M	0.37%	55
2023 Q4	–	Sell	-2,000	Closed	-$105K	–	398
2023 Q3	$105K	Buy	+2,000	New	+$110K	0.02%	240

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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 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

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

AlphaCore Capital's DFAS Position: Q1 2026 in Review

AlphaCore Capital increased its Dimensional US Small Cap ETF (DFAS) stake by 1.1% in Q1 2026, buying an estimated $19.9K and bringing the position to 25,426 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #269.

AlphaCore Capital first reported a position in DFAS in Q3 2023 and has held it in 6 quarters since. The position peaked at $4.34M in Q1 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

AlphaCore Capital held 25,426 shares of Dimensional US Small Cap ETF worth $1.81M as of Q1 2026.
AlphaCore Capital bought 271 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $19.9K.
Dimensional US Small Cap ETF made up 0.04% of AlphaCore Capital's portfolio in Q1 2026, its #269 holding.
AlphaCore Capital first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 6 quarters since.
AlphaCore Capital's Dimensional US Small Cap ETF position peaked at $4.34M in Q1 2025.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.