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 Q2	$325K	Sell	3,945 -116	-3%	-$8.99K	﹤0.01%	832
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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prime Capital Investment Advisors's DFAS Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.9% in Q2 2026, selling an estimated $8.99K and leaving 3,945 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Prime Capital Investment Advisors first reported a position in DFAS in Q1 2023 and has held it in 13 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Prime Capital Investment Advisors held 3,945 shares of Dimensional US Small Cap ETF worth $325K as of Q2 2026.
Prime Capital Investment Advisors sold 116 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $8.99K.
Dimensional US Small Cap ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #832 holding.
Prime Capital Investment Advisors first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 13 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.