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Powers Advisory Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Powers Advisory 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
Q1 		$2.47M Buy
34,763
+4,344
+14% +$319K 0.87% 23
2025
Q4 		$2.12M Buy
30,419
+2,210
+8% +$152K 0.8% 23
2025
Q3 		$1.93M Buy
28,209
+5,511
+24% +$368K 0.77% 24
2025
Q2 		$1.45M Buy
22,698
+3,065
+16% +$184K 0.64% 28
2025
Q1 		$1.17M Buy
19,633
+3,788
+24% +$244K 0.56% 31
2024
Q4 		$1.03M Buy
15,845
+1,364
+9% +$91.2K 0.52% 33
2024
Q3 		$939K Buy
14,481
+2,261
+19% +$142K 0.47% 39
2024
Q2 		$734K Buy
12,220
+5,962
+95% +$359K 0.4% 41
2024
Q1 		$390K Buy
6,258
+1,965
+46% +$116K 0.22% 66
2023
Q4 		$256K Buy
+4,293
New +$230K 0.16% 82

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

Powers Advisory Group's DFAS Position: Q1 2026 in Review

Powers Advisory Group increased its Dimensional US Small Cap ETF (DFAS) stake by 14% in Q1 2026, buying an estimated $319K and bringing the position to 34,763 shares worth $2.47M. The position accounts for 0.87% of the portfolio, ranked #23.

Powers Advisory Group first reported a position in DFAS in Q4 2023 and has held it in 10 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Powers Advisory Group held 34,763 shares of Dimensional US Small Cap ETF worth $2.47M as of Q1 2026.
  • Powers Advisory Group bought 4,344 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $319K.
  • Dimensional US Small Cap ETF made up 0.87% of Powers Advisory Group's portfolio in Q1 2026, its #23 holding.
  • Powers Advisory Group first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.