Pacific Sage Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Pacific Sage Partners’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	$15.7M	Buy	190,254 +12,677	+7%	+$982K	2.22%	15
2026 Q1	$12.6M	Buy	177,577 +3,155	+2%	+$232K	1.99%	15
2025 Q4	$12.2M	Buy	174,422 +5,126	+3%	+$353K	1.93%	15
2025 Q3	$11.6M	Buy	169,296 +36,201	+27%	+$2.42M	1.94%	13
2025 Q2	$8.48M	Buy	133,095 +16,654	+14%	+$998K	1.68%	15
2025 Q1	$6.96M	Buy	116,441 +1,555	+1%	+$100K	1.57%	17
2024 Q4	$7.48M	Buy	114,886 +3,519	+3%	+$235K	1.71%	11
2024 Q3	$7.22M	Buy	111,367 +7,181	+7%	+$449K	1.72%	14
2024 Q2	$6.26M	Buy	+104,186	New	+$6.27M	1.55%	14

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 Sage Partners's DFAS Position: Q2 2026 in Review

Pacific Sage Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 7.1% in Q2 2026, buying an estimated $982K and bringing the position to 190,254 shares worth $15.7M. The position accounts for 2.22% of the portfolio, ranked #15.

Pacific Sage Partners first reported a position in DFAS in Q2 2024 and has held it in 9 quarters since. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Pacific Sage Partners held 190,254 shares of Dimensional US Small Cap ETF worth $15.7M as of Q2 2026.
Pacific Sage Partners bought 12,677 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $982K.
Dimensional US Small Cap ETF made up 2.22% of Pacific Sage Partners's portfolio in Q2 2026, its #15 holding.
Pacific Sage Partners first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.