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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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