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

Ancora 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	$479K	Hold	5,813	–	–	0.01%	547
2026 Q1	$413K	Hold	5,813	–	–	0.01%	562
2025 Q4	$405K	Hold	5,813	–	–	0.01%	591
2025 Q3	$398K	Hold	5,813	–	–	0.01%	591
2025 Q2	$370K	Hold	5,813	–	–	0.01%	599
2025 Q1	$347K	Hold	5,813	–	–	0.01%	597
2024 Q4	$378K	Hold	5,813	–	–	0.01%	573
2024 Q3	$377K	Hold	5,813	–	–	0.01%	562
2024 Q2	$349K	Buy	+5,813	New	+$350K	0.01%	559

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

Ancora Advisors's DFAS Position: Q2 2026 in Review

Ancora Advisors held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 5,813 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #547.

Ancora Advisors first reported a position in DFAS in Q2 2024 and has held it in 9 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Ancora Advisors held 5,813 shares of U.S. Small Cap Portfolio ETF Class Shares worth $479K as of Q2 2026.
Ancora Advisors left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #547 holding.
Ancora Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2024 and has held it in 9 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.