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

Avant 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	$387K	Hold	4,704	–	–	0.24%	52
2026 Q1	$335K	Hold	4,704	–	–	0.24%	53
2025 Q4	$328K	Hold	4,704	–	–	0.24%	56
2025 Q3	$322K	Hold	4,704	–	–	0.24%	54
2025 Q2	$300K	Hold	4,704	–	–	0.25%	54
2025 Q1	$281K	Hold	4,704	–	–	0.25%	55
2024 Q4	$306K	Buy	+4,704	New	+$315K	0.28%	53

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 $2.98B AUM 13.9% 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

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

Avant Financial Advisors held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 4,704 shares worth $387K. The position accounts for 0.24% of the portfolio, ranked #52.

Avant Financial Advisors first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Avant Financial Advisors held 4,704 shares of U.S. Small Cap Portfolio ETF Class Shares worth $387K as of Q2 2026.
Avant Financial 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 0.24% of Avant Financial Advisors's portfolio in Q2 2026, its #52 holding.
Avant Financial Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.