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

Belpointe Asset 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	$283K	Hold	3,436	–	–	0.01%	919
2026 Q1	$244K	Hold	3,436	–	–	0.01%	932
2025 Q4	$239K	Hold	3,436	–	–	0.01%	905
2025 Q3	$235K	Hold	3,436	–	–	0.01%	873
2025 Q2	$219K	Hold	3,436	–	–	0.01%	851
2025 Q1	$205K	Hold	3,436	–	–	0.01%	856
2024 Q4	$221K	Hold	3,436	–	–	0.01%	778
2024 Q3	$223K	Hold	3,436	–	–	0.01%	775
2024 Q2	$206K	Buy	+3,436	New	+$207K	0.01%	720
2023 Q2	–	Sell	-605	Closed	-$31.9K	–	1226
2023 Q1	$31.9K	Buy	+605	New	+$32.8K	﹤0.01%	2015

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

Belpointe Asset Management's DFAS Position: Q2 2026 in Review

Belpointe Asset Management held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 3,436 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #919.

Belpointe Asset Management first reported a position in DFAS in Q1 2023 and has held it in 10 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Belpointe Asset Management held 3,436 shares of U.S. Small Cap Portfolio ETF Class Shares worth $283K as of Q2 2026.
Belpointe Asset Management 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 Belpointe Asset Management's portfolio in Q2 2026, its #919 holding.
Belpointe Asset Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2023 and has held it in 10 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.