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

Capital Investment Advisors’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 		$617K Hold
8,670
– – 0.01% 436
2025
Q4 		$604K Hold
8,670
– – 0.01% 437
2025
Q3 		$594K Hold
8,670
– – 0.01% 437
2025
Q2 		$552K Sell
8,670
-966
-10% -$57.9K 0.01% 439
2025
Q1 		$576K Buy
9,636
+610
+7% +$39.2K 0.01% 416
2024
Q4 		$587K Hold
9,026
– – 0.01% 399
2024
Q3 		$585K Buy
9,026
+307
+4% +$19.2K 0.01% 384
2024
Q2 		$524K Hold
8,719
– – 0.01% 386
2024
Q1 		$544K Hold
8,719
– – 0.01% 379
2023
Q4 		$520K Buy
8,719
+49
+0.6% +$2.63K 0.01% 375
2023
Q3 		$455K Hold
8,670
– – 0.01% 379
2023
Q2 		$475K Hold
8,670
– – 0.01% 350
2023
Q1 		$457K Hold
8,670
– – 0.01% 361
2022
Q4 		$443K Hold
8,670
– – 0.01% 375
2022
Q3 		$403K Hold
8,670
– – 0.01% 367
2022
Q2 		$416K Hold
8,670
– – 0.01% 367
2022
Q1 		$486K Buy
+8,670
New +$488K 0.01% 360

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
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
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
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Capital Investment Advisors's DFAS Position: Q1 2026 in Review

Capital Investment Advisors held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 8,670 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #436.

Capital Investment Advisors first reported a position in DFAS in Q1 2022 and has held it in 17 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Capital Investment Advisors held 8,670 shares of Dimensional US Small Cap ETF worth $617K as of Q1 2026.
  • Capital Investment Advisors left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional US Small Cap ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #436 holding.
  • Capital Investment Advisors first reported a position in Dimensional US Small Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.