Perennial Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Perennial Investment Advisors’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	$467K	Buy	5,666 +2,386	+73%	+$185K	0.03%	335
2026 Q1	$233K	Hold	3,280	–	–	0.02%	450
2025 Q4	$229K	Hold	3,280	–	–	0.02%	441
2025 Q3	$225K	Sell	3,280 -104	-3%	-$6.94K	0.02%	438
2025 Q2	$216K	Sell	3,384 -100	-3%	-$6K	0.02%	434
2025 Q1	$208K	Hold	3,484	–	–	0.02%	402
2024 Q4	$227K	Hold	3,484	–	–	0.03%	360
2024 Q3	$226K	Buy	3,484 +3	+0.1%	+$188	0.03%	342
2024 Q2	$209K	Buy	3,481 +3	+0.1%	+$181	0.03%	339
2024 Q1	$217K	Buy	3,478 +2	+0.1%	+$118	0.03%	309
2023 Q4	$207K	Buy	+3,476	New	+$186K	0.03%	305

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

Perennial Investment Advisors's DFAS Position: Q2 2026 in Review

Perennial Investment Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 73% in Q2 2026, buying an estimated $185K and bringing the position to 5,666 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #335.

Perennial Investment Advisors first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Perennial Investment Advisors held 5,666 shares of Dimensional US Small Cap ETF worth $467K as of Q2 2026.
Perennial Investment Advisors bought 2,386 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $185K.
Dimensional US Small Cap ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #335 holding.
Perennial Investment Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.