Quad-Cities Investment Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Quad-Cities Investment 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	$2.32M	Buy	28,140 +790	+3%	+$61.2K	0.83%	31
2026 Q1	$1.95M	Buy	27,350 +3,184	+13%	+$234K	0.78%	36
2025 Q4	$1.68M	Buy	24,166 +1,258	+5%	+$86.7K	0.69%	37
2025 Q3	$1.57M	Buy	22,908 +2,327	+11%	+$155K	0.67%	35
2025 Q2	$1.31M	Buy	20,581 +1,934	+10%	+$116K	0.6%	38
2025 Q1	$1.11M	Buy	18,647 +1,853	+11%	+$119K	0.55%	39
2024 Q4	$1.09M	Buy	16,794 +1,856	+12%	+$124K	0.54%	39
2024 Q3	$969K	Buy	14,938 +2,804	+23%	+$176K	0.49%	45
2024 Q2	$729K	Buy	12,134 +1,290	+12%	+$77.6K	0.4%	61
2024 Q1	$676K	Buy	10,844 +887	+9%	+$52.5K	0.39%	64
2023 Q4	$582K	Buy	9,957 +3,181	+47%	+$170K	0.36%	72
2023 Q3	$356K	Buy	6,776 +1,253	+23%	+$69K	0.24%	108
2023 Q2	$303K	Buy	5,523 +858	+18%	+$44.8K	0.2%	127
2023 Q1	$246K	Buy	+4,665	New	+$253K	0.17%	137

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

Quad-Cities Investment Group's DFAS Position: Q2 2026 in Review

Quad-Cities Investment Group increased its Dimensional US Small Cap ETF (DFAS) stake by 2.9% in Q2 2026, buying an estimated $61.2K and bringing the position to 28,140 shares worth $2.32M. The position accounts for 0.83% of the portfolio, ranked #31.

Quad-Cities Investment Group first reported a position in DFAS in Q1 2023 and has held it in 14 quarters since. 913 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Quad-Cities Investment Group held 28,140 shares of Dimensional US Small Cap ETF worth $2.32M as of Q2 2026.
Quad-Cities Investment Group bought 790 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $61.2K.
Dimensional US Small Cap ETF made up 0.83% of Quad-Cities Investment Group's portfolio in Q2 2026, its #31 holding.
Quad-Cities Investment Group first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
913 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.