Pacific Center for Financial Services’s Dimensional US Small Cap ETF 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 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 $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pacific Center for Financial Services's DFAS Position: Q2 2026 in Review

Pacific Center for Financial Services held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 736 shares worth $60.6K. The position accounts for 0.01% of the portfolio, ranked #194.

Pacific Center for Financial Services first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Pacific Center for Financial Services held 736 shares of Dimensional US Small Cap ETF worth $60.6K as of Q2 2026.
Pacific Center for Financial Services left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
Dimensional US Small Cap ETF made up 0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #194 holding.
Pacific Center for Financial Services first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.