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

Alpha Financial 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	$7.42M	Sell	90,155 -161	-0.2%	-$12.5K	1.94%	13
2026 Q1	$6.42M	Sell	90,316 -2,762	-3%	-$203K	1.97%	13
2025 Q4	$6.48M	Sell	93,078 -2,054	-2%	-$142K	1.98%	13
2025 Q3	$6.51M	Sell	95,132 -1,885	-2%	-$126K	2.29%	12
2025 Q2	$6.18M	Sell	97,017 -4,736	-5%	-$284K	2.39%	12
2025 Q1	$6.08M	Sell	101,753 -13,317	-12%	-$856K	2.7%	10
2024 Q4	$7.49M	Sell	115,070 -4,183	-4%	-$280K	3.39%	10
2024 Q3	$7.73M	Sell	119,253 -463	-0.4%	-$29K	3.42%	10
2024 Q2	$7.19M	Sell	119,716 -3,362	-3%	-$202K	3.46%	10
2024 Q1	$7.67M	Sell	123,078 -506	-0.4%	-$29.9K	3.62%	10
2023 Q4	$7.37M	Buy	123,584 +1,458	+1%	+$78.1K	3.74%	10
2023 Q3	$6.41M	Sell	122,126 -2,565	-2%	-$141K	4.06%	9
2023 Q2	$6.83M	Sell	124,691 -11,283	-8%	-$589K	4.28%	9
2023 Q1	$7.17M	Sell	135,974 -74,693	-35%	-$4.04M	4.97%	9
2022 Q4	$10.8M	Buy	+210,667	New	+$10.8M	9.36%	5

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

Alpha Financial Advisors's DFAS Position: Q2 2026 in Review

Alpha Financial Advisors reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.18% in Q2 2026, selling an estimated $12.5K and leaving 90,155 shares worth $7.42M. The position accounts for 1.94% of the portfolio, ranked #13.

Alpha Financial Advisors first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.8M in Q4 2022. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Alpha Financial Advisors held 90,155 shares of U.S. Small Cap Portfolio ETF Class Shares worth $7.42M as of Q2 2026.
Alpha Financial Advisors sold 161 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $12.5K.
U.S. Small Cap Portfolio ETF Class Shares made up 1.94% of Alpha Financial Advisors's portfolio in Q2 2026, its #13 holding.
Alpha Financial Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
Alpha Financial Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $10.8M in Q4 2022.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.