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

PCA 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 Q1	$22.6M	Buy	318,367 +29,180	+10%	+$2.14M	7.56%	3
2025 Q4	$20.1M	Buy	289,187 +25,739	+10%	+$1.77M	7.04%	3
2025 Q3	$18M	Buy	263,448 +23,629	+10%	+$1.58M	6.67%	3
2025 Q2	$15.3M	Buy	239,819 +37,557	+19%	+$2.25M	6.44%	3
2025 Q1	$12.1M	Buy	202,262 +30,064	+17%	+$1.93M	6.39%	3
2024 Q4	$11.2M	Sell	172,198 -1,562	-0.9%	-$104K	5.19%	4
2024 Q3	$11.3M	Buy	173,760 +22,136	+15%	+$1.39M	5.31%	4
2024 Q2	$9.11M	Buy	+151,624	New	+$9.13M	4.77%	4

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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 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

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

PCA Investment Advisory Services's DFAS Position: Q1 2026 in Review

PCA Investment Advisory Services increased its Dimensional US Small Cap ETF (DFAS) stake by 10% in Q1 2026, buying an estimated $2.14M and bringing the position to 318,367 shares worth $22.6M. The position accounts for 7.56% of the portfolio, ranked #3.

PCA Investment Advisory Services first reported a position in DFAS in Q2 2024 and has held it in 8 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

PCA Investment Advisory Services held 318,367 shares of Dimensional US Small Cap ETF worth $22.6M as of Q1 2026.
PCA Investment Advisory Services bought 29,180 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $2.14M.
Dimensional US Small Cap ETF made up 7.56% of PCA Investment Advisory Services's portfolio in Q1 2026, its #3 holding.
PCA Investment Advisory Services first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on PCA Investment Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.