PFG
DFAS icon

Pinnacle Financial Group’s Dimensional US Small Cap ETF 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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Pinnacle Financial Group increased its Dimensional US Small Cap ETF (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. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

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

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