PIWA
DFAS icon

Prevail Innovative Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Prevail Innovative Wealth Advisors’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 		$2.71M Buy
32,969
+7,044
+27% +$546K 0.4% 93
2026
Q1 		$1.84M Sell
25,925
-5,395
-17% -$396K 0.31% 105
2025
Q4 		$2.18M Buy
31,320
+4,416
+16% +$304K 0.39% 91
2025
Q3 		$1.84M Sell
26,904
-1,778
-6% -$119K 0.36% 102
2025
Q2 		$1.83M Buy
28,682
+4,295
+18% +$257K 0.41% 77
2025
Q1 		$1.46M Buy
24,387
+5,792
+31% +$372K 0.39% 85
2024
Q4 		$1.21M Buy
18,595
+3,999
+27% +$267K 0.35% 87
2024
Q3 		$947K Buy
14,596
+495
+4% +$31K 0.29% 103
2024
Q2 		$847K Buy
14,101
+1,753
+14% +$106K 0.3% 94
2024
Q1 		$770K Buy
12,348
+1,138
+10% +$67.3K 0.29% 103
2023
Q4 		$668K Buy
11,210
+670
+6% +$35.9K 0.32% 86
2023
Q3 		$553K Buy
+10,540
New +$581K 0.29% 79

Other funds holding DFAS

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Prevail Innovative Wealth Advisors's DFAS Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 27% in Q2 2026, buying an estimated $546K and bringing the position to 32,969 shares worth $2.71M. The position accounts for 0.4% of the portfolio, ranked #93.

Prevail Innovative Wealth Advisors first reported a position in DFAS in Q3 2023 and has held it in 12 quarters since. 483 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 32,969 shares of Dimensional US Small Cap ETF worth $2.71M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 7,044 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $546K.
  • Dimensional US Small Cap ETF made up 0.4% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 483 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.