PrairieView Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

PrairieView Partners’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 Q2	$497K	Hold	7,812	–	–	0.05%	90
2025 Q1	$466K	Sell	7,812 -209	-3%	-$13.4K	0.05%	90
2024 Q4	$522K	Hold	8,021	–	–	0.05%	87
2024 Q3	$520K	Sell	8,021 -1,612	-17%	-$101K	0.05%	87
2024 Q2	$578K	Hold	9,633	–	–	0.06%	83
2024 Q1	$601K	Sell	9,633 -102	-1%	-$6.04K	0.07%	71
2023 Q4	$580K	Sell	9,735 -38	-0.4%	-$2.04K	0.07%	70
2023 Q3	$512K	Sell	9,773 -98	-1%	-$5.4K	0.07%	69
2023 Q2	$540K	Sell	9,871 -90	-0.9%	-$4.7K	0.07%	75
2023 Q1	$524K	Sell	9,961 -63	-0.6%	-$3.41K	0.07%	71
2022 Q4	$512K	Sell	10,024 -304	-3%	-$15.7K	0.08%	70
2022 Q3	$480K	Sell	10,328 -78	-0.7%	-$3.98K	0.08%	70
2022 Q2	$499K	Sell	10,406 -15	-0.1%	-$778	0.08%	70
2022 Q1	$584K	Hold	10,421	–	–	0.08%	68
2021 Q4	$625K	Hold	10,421	–	–	0.09%	59
2021 Q3	$599K	Hold	10,421	–	–	0.09%	54
2021 Q2	$609K	Buy	+10,421	New	+$606K	0.09%	54

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

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

PrairieView Partners's DFAS Position: Q2 2025 in Review

PrairieView Partners held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2025 at 7,812 shares worth $497K. The position accounts for 0.05% of the portfolio, ranked #90.

PrairieView Partners first reported a position in DFAS in Q2 2021 and has held it in 17 quarters since. The position peaked at $625K in Q4 2021. 769 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

PrairieView Partners held 7,812 shares of Dimensional US Small Cap ETF worth $497K as of Q2 2025.
PrairieView Partners left its Dimensional US Small Cap ETF share count unchanged in Q2 2025.
Dimensional US Small Cap ETF made up 0.05% of PrairieView Partners's portfolio in Q2 2025, its #90 holding.
PrairieView Partners first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 17 quarters since.
PrairieView Partners's Dimensional US Small Cap ETF position peaked at $625K in Q4 2021.
769 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.