Pinnacle Financial Partners (Tennessee)’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Pinnacle Financial Partners (Tennessee)’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	$616K	Sell	8,991 -753	-8%	-$50.3K	0.01%	313
2025 Q2	$621K	Buy	9,744 +270	+3%	+$16.2K	0.01%	307
2025 Q1	$566K	Buy	9,474 +146	+2%	+$9.39K	0.01%	319
2024 Q4	$607K	Hold	9,328	–	–	0.01%	310
2024 Q3	$605K	Hold	9,328	–	–	0.01%	312
2024 Q2	$560K	Hold	9,328	–	–	0.01%	314
2024 Q1	$582K	Hold	9,328	–	–	0.01%	313
2023 Q4	$556K	Buy	+9,328	New	+$500K	0.01%	304

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s DFAS Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 7.7% in Q3 2025, selling an estimated $50.3K and leaving 8,991 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #313.

Pinnacle Financial Partners (Tennessee) first reported a position in DFAS in Q4 2023 and has held it in 8 quarters since. The position peaked at $621K in Q2 2025. 787 funds tracked by Wall St. Rank hold DFAS as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 8,991 shares of U.S. Small Cap Portfolio ETF Class Shares worth $616K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) sold 753 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2025, an estimated $50.3K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #313 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2023 and has held it in 8 quarters since.
Pinnacle Financial Partners (Tennessee)'s U.S. Small Cap Portfolio ETF Class Shares position peaked at $621K in Q2 2025.
787 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.