CIAS
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Capital Investment Advisory Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

Capital Investment Advisory Services’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 		$1.26M Buy
15,329
+3,294
+27% +$255K 0.08% 255
2026
Q1 		$856K Buy
12,035
+408
+4% +$29.9K 0.06% 286
2025
Q4 		$810K Buy
11,627
+2,277
+24% +$157K 0.06% 290
2025
Q3 		$640K Buy
9,350
+135
+1% +$9.01K 0.05% 310
2025
Q2 		$587K Buy
9,215
+1,335
+17% +$80K 0.05% 314
2025
Q1 		$471K Buy
7,880
+2,234
+40% +$144K 0.04% 337
2024
Q4 		$367K Buy
5,646
+113
+2% +$7.56K 0.04% 356
2024
Q3 		$359K Sell
5,533
-1,648
-23% -$103K 0.03% 375
2024
Q2 		$431K Sell
7,181
-2,943
-29% -$177K 0.04% 313
2024
Q1 		$631K Buy
10,124
+8,494
+521% +$503K 0.07% 263
2023
Q4 		$97.2K Buy
1,630
+36
+2% +$1.93K 0.01% 591
2023
Q3 		$83.7K Buy
1,594
+1,410
+766% +$77.7K 0.01% 575
2023
Q2 		$10.1K Buy
184
+129
+235% +$6.73K ﹤0.01% 751
2023
Q1 		$2.9K Buy
+55
New +$2.98K ﹤0.01% 822

Other funds holding DFAS

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Capital Investment Advisory Services's DFAS Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Dimensional US Small Cap ETF (DFAS) stake by 27% in Q2 2026, buying an estimated $255K and bringing the position to 15,329 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #255.

Capital Investment Advisory Services first reported a position in DFAS in Q1 2023 and has held it in 14 quarters since. 324 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Capital Investment Advisory Services held 15,329 shares of Dimensional US Small Cap ETF worth $1.26M as of Q2 2026.
  • Capital Investment Advisory Services bought 3,294 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $255K.
  • Dimensional US Small Cap ETF made up 0.08% of Capital Investment Advisory Services's portfolio in Q2 2026, its #255 holding.
  • Capital Investment Advisory Services first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 324 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.