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Prime Capital Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Prime Capital Investment 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
Q1 		$289K Buy
4,061
+116
+3% +$8.51K ﹤0.01% 844
2025
Q4 		$275K Hold
3,945
– – ﹤0.01% 850
2025
Q3 		$270K Hold
3,945
– – ﹤0.01% 835
2025
Q2 		$251K Sell
3,945
-841
-18% -$50.4K ﹤0.01% 823
2025
Q1 		$286K Buy
4,786
+841
+21% +$54.1K ﹤0.01% 853
2024
Q4 		$257K Hold
3,945
– – ﹤0.01% 774
2024
Q3 		$256K Hold
3,945
– – ﹤0.01% 786
2024
Q2 		$237K Sell
3,945
-841
-18% -$50.6K ﹤0.01% 797
2024
Q1 		$298K Buy
4,786
+841
+21% +$49.8K ﹤0.01% 775
2023
Q4 		$235K Buy
+3,945
New +$211K ﹤0.01% 822
2023
Q3 		– Sell
-4,345
Closed -$238K – 768
2023
Q2 		$238K Sell
4,345
-1,800
-29% -$93.9K ﹤0.01% 666
2023
Q1 		$324K Buy
+6,145
New +$333K 0.01% 421

Other funds holding DFAS

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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