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

Pineridge 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
2025
Q3 		$11.2K Hold
164
– – ﹤0.01% 196
2025
Q2 		$10.4K Buy
164
+1
+0.6% +$60 ﹤0.01% 215
2025
Q1 		$9.75K Hold
163
– – ﹤0.01% 227
2024
Q4 		$10.6K Buy
163
+1
+0.6% +$67 ﹤0.01% 293
2024
Q3 		$10.5K Hold
162
– – ﹤0.01% 276
2024
Q2 		$9.73K Hold
162
– – ﹤0.01% 287
2024
Q1 		$10.1K Hold
162
– – ﹤0.01% 293
2023
Q4 		$9.66K Buy
+162
New +$8.68K ﹤0.01% 386

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Pineridge Advisors's DFAS Position: Q3 2025 in Review

Pineridge Advisors held its Dimensional US Small Cap ETF (DFAS) position steady in Q3 2025 at 164 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Pineridge Advisors first reported a position in DFAS in Q4 2023 and has held it in 8 quarters since. 783 funds tracked by Wall St. Rank hold DFAS as of Q3 2025.

  • Pineridge Advisors held 164 shares of Dimensional US Small Cap ETF worth $11.2K as of Q3 2025.
  • Pineridge Advisors left its Dimensional US Small Cap ETF share count unchanged in Q3 2025.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #196 holding.
  • Pineridge Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 8 quarters since.
  • 783 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.