Pacific Center for Financial Services’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Pacific Center for Financial 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 Q3	$57K	Hold	736	–	–	0.01%	201
2026 Q2	$60.6K	Hold	736	–	–	0.01%	194
2026 Q1	$52.4K	Hold	736	–	–	0.01%	199
2025 Q4	$50.4K	Hold	736	–	–	0.01%	197
2025 Q3	$50.4K	Hold	736	–	–	0.01%	197
2025 Q2	$46.9K	Hold	736	–	–	0.01%	195
2025 Q1	$44K	Hold	736	–	–	0.01%	198
2024 Q4	$47.9K	Hold	736	–	–	0.01%	190
2024 Q3	$47.7K	Hold	736	–	–	0.01%	187
2024 Q2	$44.2K	Hold	736	–	–	0.01%	186
2024 Q1	$45.9K	Hold	736	–	–	0.01%	187
2023 Q4	$43.9K	Hold	736	–	–	0.01%	182
2023 Q3	$38.6K	Hold	736	–	–	0.01%	192
2023 Q2	$40.3K	Hold	736	–	–	0.01%	182
2023 Q1	$38.8K	Buy	+736	New	+$39.9K	0.01%	184
2022 Q3	$34K	Hold	736	–	–	0.01%	189
2022 Q2	$35K	Hold	736	–	–	0.01%	182
2022 Q1	$41K	Hold	736	–	–	0.01%	174
2021 Q4	$44K	Hold	736	–	–	0.02%	172
2021 Q3	$42K	Hold	736	–	–	0.02%	169
2021 Q2	$43K	Buy	+736	New	+$42.8K	0.02%	161

Other funds holding DFAS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Pacific Center for Financial Services's DFAS Position: Q3 2026 in Review

Pacific Center for Financial Services held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q3 2026 at 736 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #201.

Pacific Center for Financial Services first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. The position peaked at $60.6K in Q2 2026. 553 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Pacific Center for Financial Services held 736 shares of U.S. Small Cap Portfolio ETF Class Shares worth $57K as of Q3 2026.
Pacific Center for Financial Services left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.01% of Pacific Center for Financial Services's portfolio in Q3 2026, its #201 holding.
Pacific Center for Financial Services first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
Pacific Center for Financial Services's U.S. Small Cap Portfolio ETF Class Shares position peaked at $60.6K in Q2 2026.
553 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Pacific Center for Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.