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

Angeles Wealth Management’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	$453K	Buy	5,507 +135	+3%	+$10.5K	0.02%	295
2026 Q1	$382K	Buy	5,372 +5,276	+5,496%	+$387K	0.02%	278
2025 Q4	$6.67K	Hold	96	–	–	﹤0.01%	456
2025 Q3	$6.55K	Hold	96	–	–	﹤0.01%	402
2025 Q2	$6.1K	Hold	96	–	–	﹤0.01%	417
2025 Q1	$5.72K	Hold	96	–	–	﹤0.01%	362
2024 Q4	$6.23K	Hold	96	–	–	﹤0.01%	365
2024 Q3	$6.21K	Sell	96 -454	-83%	-$28.4K	﹤0.01%	320
2024 Q2	$33K	Sell	550 -425	-44%	-$25.6K	﹤0.01%	269
2024 Q1	$60.8K	Sell	975 -1,200	-55%	-$71K	0.01%	250
2023 Q4	$130K	Sell	2,175 -4,125	-65%	-$221K	0.02%	207
2023 Q3	$331K	Hold	6,300	–	–	0.05%	119
2023 Q2	$345K	Hold	6,300	–	–	0.05%	128
2023 Q1	$332K	Buy	6,300 +96	+2%	+$5.2K	0.05%	126
2022 Q4	$317K	Hold	6,204	–	–	0.06%	122
2022 Q3	$289K	Hold	6,204	–	–	0.06%	124
2022 Q2	$298K	Hold	6,204	–	–	0.06%	130
2022 Q1	$348K	Buy	+6,204	New	+$349K	0.07%	121

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

Angeles Wealth Management's DFAS Position: Q2 2026 in Review

Angeles Wealth Management increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 2.5% in Q2 2026, buying an estimated $10.5K and bringing the position to 5,507 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #295.

Angeles Wealth Management first reported a position in DFAS in Q1 2022 and has held it in 18 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Angeles Wealth Management held 5,507 shares of U.S. Small Cap Portfolio ETF Class Shares worth $453K as of Q2 2026.
Angeles Wealth Management bought 135 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $10.5K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #295 holding.
Angeles Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2022 and has held it in 18 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.