Pinnacle Financial Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Pinnacle Financial Group’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	$9.43M	Buy	114,469 +1,590	+1%	+$123K	2.3%	12
2026 Q1	$8.03M	Sell	112,879 -369	-0.3%	-$27.1K	2.2%	14
2025 Q4	$7.89M	Sell	113,248 -173	-0.2%	-$11.9K	2.29%	11
2025 Q3	$7.76M	Buy	113,421 +2,811	+3%	+$188K	2.35%	11
2025 Q2	$7.05M	Sell	110,610 -3,612	-3%	-$217K	2.36%	11
2025 Q1	$6.82M	Buy	114,222 +9,000	+9%	+$579K	2.48%	11
2024 Q4	$6.85M	Sell	105,222 -1,135	-1%	-$75.9K	2.68%	11
2024 Q3	$6.9M	Sell	106,357 -2,425	-2%	-$152K	2.7%	11
2024 Q2	$6.54M	Buy	108,782 +114	+0.1%	+$6.86K	2.79%	12
2024 Q1	$6.77M	Buy	108,668 +9,916	+10%	+$587K	2.98%	11
2023 Q4	$5.89M	Buy	98,752 +1,252	+1%	+$67.1K	3.02%	11
2023 Q3	$5.12M	Buy	97,500 +3,690	+4%	+$203K	3.05%	10
2023 Q2	$5.14M	Buy	93,810 +5,577	+6%	+$291K	2.92%	12
2023 Q1	$4.65M	Buy	88,233 +50,424	+133%	+$2.73M	2.78%	12
2022 Q4	$1.93M	Buy	37,809 +21,892	+138%	+$1.13M	1.37%	21
2022 Q3	$741K	Buy	+15,917	New	+$813K	0.64%	26

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

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

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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 22.9% 1-Year Est. Return

Pinnacle Financial Group's DFAS Position: Q2 2026 in Review

Pinnacle Financial Group increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.4% in Q2 2026, buying an estimated $123K and bringing the position to 114,469 shares worth $9.43M. The position accounts for 2.3% of the portfolio, ranked #12.

Pinnacle Financial Group first reported a position in DFAS in Q3 2022 and has held it in 16 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Pinnacle Financial Group held 114,469 shares of U.S. Small Cap Portfolio ETF Class Shares worth $9.43M as of Q2 2026.
Pinnacle Financial Group bought 1,590 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $123K.
U.S. Small Cap Portfolio ETF Class Shares made up 2.3% of Pinnacle Financial Group's portfolio in Q2 2026, its #12 holding.
Pinnacle Financial Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2022 and has held it in 16 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.