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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
Q2 		$3.14M Buy
38,176
+3,413
+10% +$264K 0.99% 21
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 $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

Powers Advisory Group's DFAS Position: Q2 2026 in Review

Powers Advisory Group increased its Dimensional US Small Cap ETF (DFAS) stake by 9.8% in Q2 2026, buying an estimated $264K and bringing the position to 38,176 shares worth $3.14M. The position accounts for 0.99% of the portfolio, ranked #21.

Powers Advisory Group first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Powers Advisory Group held 38,176 shares of Dimensional US Small Cap ETF worth $3.14M as of Q2 2026.
  • Powers Advisory Group bought 3,413 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $264K.
  • Dimensional US Small Cap ETF made up 0.99% of Powers Advisory Group's portfolio in Q2 2026, its #21 holding.
  • Powers Advisory Group first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.