Peavine Capital’s Dimensional US Small Cap ETF DFAS Stock Holding History

Peavine Capital’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	$632K	Hold	8,891	–	–	0.14%	6
2025 Q4	$619K	Hold	8,891	–	–	0.13%	6
2025 Q3	$609K	Hold	8,891	–	–	0.13%	6
2025 Q2	$566K	Hold	8,891	–	–	0.13%	6
2025 Q1	$531K	Hold	8,891	–	–	0.14%	5
2024 Q4	$579K	Hold	8,891	–	–	0.15%	5
2024 Q3	$577K	Hold	8,891	–	–	0.14%	5
2024 Q2	$534K	Hold	8,891	–	–	0.14%	5
2024 Q1	$554K	Hold	8,891	–	–	0.14%	5
2023 Q4	$530K	Sell	8,891 -4,013	-31%	-$215K	0.14%	5
2023 Q3	$677K	Hold	12,904	–	–	0.18%	6
2023 Q2	$707K	Hold	12,904	–	–	0.17%	5
2023 Q1	$680K	Hold	12,904	–	–	0.16%	5
2022 Q4	$660K	Hold	12,904	–	–	0.15%	7
2022 Q3	$600K	Hold	12,904	–	–	0.14%	6
2022 Q2	$619K	Hold	12,904	–	–	0.14%	6
2022 Q1	$723K	Hold	12,904	–	–	0.14%	6
2021 Q4	$774K	Hold	12,904	–	–	0.15%	5
2021 Q3	$742K	Hold	12,904	–	–	0.15%	5
2021 Q2	$754K	Buy	+12,904	New	+$751K	0.15%	5

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

Peavine Capital's DFAS Position: Q1 2026 in Review

Peavine Capital held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 8,891 shares worth $632K. The position accounts for 0.14% of the portfolio, ranked #6.

Peavine Capital first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $774K in Q4 2021. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Peavine Capital held 8,891 shares of Dimensional US Small Cap ETF worth $632K as of Q1 2026.
Peavine Capital left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
Dimensional US Small Cap ETF made up 0.14% of Peavine Capital's portfolio in Q1 2026, its #6 holding.
Peavine Capital first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
Peavine Capital's Dimensional US Small Cap ETF position peaked at $774K in Q4 2021.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Peavine Capital's 13F filing for Q1 2026, filed 23 Apr 2026.