180 Wealth Advisors’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

180 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	$5.03M	Buy	61,038 +737	+1%	+$57.1K	0.5%	47
2026 Q1	$4.29M	Buy	60,301 +2,832	+5%	+$208K	0.49%	45
2025 Q4	$4M	Buy	57,469 +5,011	+10%	+$345K	0.46%	51
2025 Q3	$3.59M	Buy	52,458 +6,437	+14%	+$430K	0.44%	53
2025 Q2	$2.93M	Buy	46,021 +14,415	+46%	+$864K	0.41%	60
2025 Q1	$1.89M	Buy	31,606 +7,588	+32%	+$488K	0.3%	88
2024 Q4	$1.56M	Buy	24,018 +7,837	+48%	+$524K	0.24%	95
2024 Q3	$1.05M	Buy	16,181 +5,592	+53%	+$350K	0.17%	126
2024 Q2	$654K	Buy	10,589 +5,110	+93%	+$308K	0.11%	176
2024 Q1	$342K	Buy	+5,479	New	+$324K	0.06%	268

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

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

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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 22.9% 1-Year Est. Return

180 Wealth Advisors's DFAS Position: Q2 2026 in Review

180 Wealth Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.2% in Q2 2026, buying an estimated $57.1K and bringing the position to 61,038 shares worth $5.03M. The position accounts for 0.5% of the portfolio, ranked #47.

180 Wealth Advisors first reported a position in DFAS in Q1 2024 and has held it in 10 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

180 Wealth Advisors held 61,038 shares of U.S. Small Cap Portfolio ETF Class Shares worth $5.03M as of Q2 2026.
180 Wealth Advisors bought 737 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $57.1K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.5% of 180 Wealth Advisors's portfolio in Q2 2026, its #47 holding.
180 Wealth Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2024 and has held it in 10 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.