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

American Capital Advisory’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	$24.9K	Hold	350	–	–	0.01%	267
2025 Q4	$24.4K	Hold	350	–	–	0.01%	266
2025 Q3	$24K	Hold	350	–	–	0.01%	255
2025 Q2	$22.3K	Hold	350	–	–	0.01%	256
2025 Q1	$20.9K	Hold	350	–	–	0.01%	260
2024 Q4	$22.8K	Hold	350	–	–	0.01%	245
2024 Q3	$22.7K	Buy	350 +175	+100%	+$11K	0.01%	242
2024 Q2	$10.4K	Hold	175	–	–	0.01%	256
2024 Q1	$9.22K	Hold	175	–	–	0.01%	257
2023 Q4	$10.4K	Buy	+175	New	+$9.38K	0.01%	256

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

American Capital Advisory's DFAS Position: Q1 2026 in Review

American Capital Advisory held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 350 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #267.

American Capital Advisory first reported a position in DFAS in Q4 2023 and has held it in 10 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

American Capital Advisory held 350 shares of Dimensional US Small Cap ETF worth $24.9K as of Q1 2026.
American Capital Advisory left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
Dimensional US Small Cap ETF made up 0.01% of American Capital Advisory's portfolio in Q1 2026, its #267 holding.
American Capital Advisory first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.