Pettinga Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Pettinga Financial 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	$2.67M	Sell	32,465 -300	-0.9%	-$23.2K	0.43%	47
2026 Q1	$2.33M	Sell	32,765 -9,716	-23%	-$713K	0.44%	48
2025 Q4	$2.96M	Sell	42,481 -6,750	-14%	-$465K	0.56%	40
2025 Q3	$3.37M	Buy	49,231 +4,800	+11%	+$320K	0.66%	34
2025 Q2	$2.83M	Buy	44,431 +2,700	+6%	+$162K	0.62%	34
2025 Q1	$2.49M	Buy	41,731 +574	+1%	+$36.9K	0.59%	42
2024 Q4	$2.68M	Buy	41,157 +11,066	+37%	+$740K	0.61%	39
2024 Q3	$1.95M	Buy	30,091 +425	+1%	+$26.6K	0.46%	41
2024 Q2	$1.78M	Buy	29,666 +3,235	+12%	+$195K	0.45%	39
2024 Q1	$1.65M	Sell	26,431 -11,575	-30%	-$685K	0.42%	44
2023 Q4	$2.27M	Buy	+38,006	New	+$2.04M	0.61%	40

Other funds holding DFAS

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return