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Pinnacle Bancorp’s Dimensional US Small Cap ETF DFAS Stock Holding History

Pinnacle Bancorp’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 		$1.25M Sell
17,598
-9
-0.1% -$660 0.37% 52
2025
Q4 		$1.23M Buy
17,607
+182
+1% +$12.5K 0.36% 52
2025
Q3 		$1.19M Sell
17,425
-1,581
-8% -$106K 0.35% 52
2025
Q2 		$1.21M Sell
19,006
-123
-0.6% -$7.37K 0.37% 48
2025
Q1 		$1.14M Hold
19,129
– – 0.37% 47
2024
Q4 		$1.24M Buy
19,129
+179
+0.9% +$12K 0.4% 46
2024
Q3 		$1.23M Sell
18,950
-691
-4% -$43.3K 0.33% 46
2024
Q2 		$1.18M Buy
19,641
+456
+2% +$27.4K 0.35% 44
2024
Q1 		$1.2M Hold
19,185
– – 0.35% 45
2023
Q4 		$1.14M Buy
19,185
+1,278
+7% +$68.5K 0.37% 45
2023
Q3 		$940K Sell
17,907
-13
-0.1% -$716 0.33% 49
2023
Q2 		$982K Buy
17,920
+1
+0% +$52 0.34% 50
2023
Q1 		$944K Hold
17,919
– – 0.35% 50
2022
Q4 		$917K Buy
17,919
+567
+3% +$29.2K 0.35% 48
2022
Q3 		$807K Buy
+17,352
New +$886K 0.35% 50
2022
Q2 		– Sell
-17,697
Closed -$992K – 754
2022
Q1 		$992K Sell
17,697
-199
-1% -$11.2K 0.34% 48
2021
Q4 		$1.07M Buy
17,896
+457
+3% +$27.6K 0.38% 48
2021
Q3 		$1M Buy
+17,439
New +$1.01M 0.4% 45

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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Pinnacle Bancorp's DFAS Position: Q1 2026 in Review

Pinnacle Bancorp reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.05% in Q1 2026, selling an estimated $660 and leaving 17,598 shares worth $1.25M. The position accounts for 0.37% of the portfolio, ranked #52.

Pinnacle Bancorp first reported a position in DFAS in Q3 2021 and has held it in 18 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Pinnacle Bancorp held 17,598 shares of Dimensional US Small Cap ETF worth $1.25M as of Q1 2026.
  • Pinnacle Bancorp sold 9 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $660.
  • Dimensional US Small Cap ETF made up 0.37% of Pinnacle Bancorp's portfolio in Q1 2026, its #52 holding.
  • Pinnacle Bancorp first reported a position in Dimensional US Small Cap ETF in Q3 2021 and has held it in 18 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.