PCA Investment Advisory Services’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$23.8M Buy
307,848
+12,544
+4% +$1.02M 6.47% 4
2026
Q2
$24.3M Sell
295,304
-23,063
-7% -$1.79M 6.79% 3
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

PCA Investment Advisory Services's DFAS Position: Q3 2026 in Review

PCA Investment Advisory Services increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 4.2% in Q3 2026, buying an estimated $1.02M and bringing the position to 307,848 shares worth $23.8M. The position accounts for 6.47% of the portfolio, ranked #4.

PCA Investment Advisory Services first reported a position in DFAS in Q2 2024 and has held it in 10 quarters since. The position peaked at $24.3M in Q2 2026. 298 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • PCA Investment Advisory Services held 307,848 shares of U.S. Small Cap Portfolio ETF Class Shares worth $23.8M as of Q3 2026.
  • PCA Investment Advisory Services bought 12,544 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.02M.
  • U.S. Small Cap Portfolio ETF Class Shares made up 6.47% of PCA Investment Advisory Services's portfolio in Q3 2026, its #4 holding.
  • PCA Investment Advisory Services first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2024 and has held it in 10 quarters since.
  • PCA Investment Advisory Services's U.S. Small Cap Portfolio ETF Class Shares position peaked at $24.3M in Q2 2026.
  • 298 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on PCA Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.