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

American 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 		$345K Buy
4,190
+8
+0.2% +$620 0.04% 121
2026
Q1 		$297K Buy
4,182
+7
+0.2% +$514 0.04% 128
2025
Q4 		$291K Buy
4,175
+8
+0.2% +$551 0.04% 128
2025
Q3 		$285K Buy
4,167
+9
+0.2% +$601 0.04% 130
2025
Q2 		$265K Buy
4,158
+7
+0.2% +$420 0.04% 134
2025
Q1 		$248K Sell
4,151
-1,115
-21% -$71.7K 0.04% 127
2024
Q4 		$343K Buy
5,266
+11
+0.2% +$736 0.05% 102
2024
Q3 		$341K Buy
5,255
+10
+0.2% +$626 0.05% 104
2024
Q2 		$315K Buy
5,245
+12
+0.2% +$722 0.04% 109
2024
Q1 		$326K Buy
5,233
+6
+0.1% +$355 0.05% 105
2023
Q4 		$312K Buy
5,227
+11
+0.2% +$589 0.05% 103
2023
Q3 		$274K Buy
5,216
+12
+0.2% +$661 0.04% 106
2023
Q2 		$285K Buy
5,204
+12
+0.2% +$626 0.04% 104
2023
Q1 		$274K Buy
5,192
+8
+0.2% +$433 0.04% 104
2022
Q4 		$265K Sell
5,184
-1,214
-19% -$62.5K 0.04% 101
2022
Q3 		$298K Buy
+6,398
New +$327K 0.05% 97
2022
Q2 		– Sell
-6,376
Closed -$357K – 92
2022
Q1 		$357K Buy
6,376
+5
+0.1% +$282 0.05% 97
2021
Q4 		$382K Buy
6,371
+42
+0.7% +$2.54K 0.05% 95
2021
Q3 		$364K Buy
6,329
+9
+0.1% +$519 0.05% 95
2021
Q2 		$369K Buy
+6,320
New +$368K 0.05% 96

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

American Financial Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.19% in Q2 2026, buying an estimated $620 and bringing the position to 4,190 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #121.

American Financial Advisors first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $382K in Q4 2021. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • American Financial Advisors held 4,190 shares of U.S. Small Cap Portfolio ETF Class Shares worth $345K as of Q2 2026.
  • American Financial Advisors bought 8 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $620.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.04% of American Financial Advisors's portfolio in Q2 2026, its #121 holding.
  • American Financial Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 20 quarters since.
  • American Financial Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $382K in Q4 2021.
  • 916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.