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

Bedel Financial Consulting’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	$1.46M	Buy	17,731 +65	+0.4%	+$5.04K	0.14%	84
2026 Q1	$1.26M	Buy	17,666 +203	+1%	+$14.9K	0.14%	86
2025 Q4	$1.22M	Buy	17,463 +3	+0%	+$207	0.13%	89
2025 Q3	$1.2M	Buy	17,460 +4	+0%	+$267	0.15%	89
2025 Q2	$1.11M	Buy	17,456 +89	+0.5%	+$5.34K	0.15%	87
2025 Q1	$1.02M	Buy	17,367 +97	+0.6%	+$6.24K	0.15%	89
2024 Q4	$1.17M	Buy	17,270 +40	+0.2%	+$2.68K	0.16%	86
2024 Q3	$1.12M	Buy	17,230 +317	+2%	+$19.8K	0.16%	77
2024 Q2	$1.02M	Buy	16,913 +1,657	+11%	+$100K	0.15%	77
2024 Q1	$951K	Buy	15,256 +732	+5%	+$43.3K	0.15%	80
2023 Q4	$866K	Buy	14,524 +3,273	+29%	+$175K	0.16%	80
2023 Q3	$591K	Buy	11,251 +3	+0%	+$165	0.12%	103
2023 Q2	$616K	Buy	11,248 +4	+0%	+$209	0.13%	99
2023 Q1	$593K	Buy	11,244 +2	+0%	+$108	0.14%	99
2022 Q4	$575K	Buy	11,242 +4	+0%	+$206	0.14%	94
2022 Q3	$585K	Buy	+11,238	New	+$574K	0.16%	88

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

Bedel Financial Consulting's DFAS Position: Q2 2026 in Review

Bedel Financial Consulting increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.37% in Q2 2026, buying an estimated $5.04K and bringing the position to 17,731 shares worth $1.46M. The position accounts for 0.14% of the portfolio, ranked #84.

Bedel Financial Consulting first reported a position in DFAS in Q3 2022 and has held it in 16 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Bedel Financial Consulting held 17,731 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.46M as of Q2 2026.
Bedel Financial Consulting bought 65 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $5.04K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.14% of Bedel Financial Consulting's portfolio in Q2 2026, its #84 holding.
Bedel Financial Consulting first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2022 and has held it in 16 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.