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

Birchcreek 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 		$6.25M Buy
75,923
+315
+0.4% +$24.4K 2.44% 9
2026
Q1 		$5.38M Buy
75,608
+789
+1% +$57.9K 2.59% 7
2025
Q4 		$5.21M Buy
74,819
+7,827
+12% +$540K 2.56% 7
2025
Q3 		$4.59M Buy
66,992
+6,800
+11% +$454K 2.37% 9
2025
Q2 		$3.83M Buy
60,192
+7,293
+14% +$437K 2.17% 10
2025
Q1 		$3.16M Buy
52,899
+9,501
+22% +$611K 1.99% 10
2024
Q4 		$2.82M Buy
43,398
+12,712
+41% +$850K 1.77% 13
2024
Q3 		$1.99M Buy
30,686
+25,627
+507% +$1.6M 1.3% 15
2024
Q2 		$304K Sell
5,059
-6,195
-55% -$373K 0.17% 112
2024
Q1 		$702K Sell
11,254
-123
-1% -$7.28K 0.37% 62
2023
Q4 		$678K Sell
11,377
-445
-4% -$23.8K 0.41% 60
2023
Q3 		$621K Buy
11,822
+6,011
+103% +$331K 0.42% 58
2023
Q2 		$318K Buy
+5,811
New +$303K 0.22% 104

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Birchcreek Wealth Management increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.42% in Q2 2026, buying an estimated $24.4K and bringing the position to 75,923 shares worth $6.25M. The position accounts for 2.44% of the portfolio, ranked #9.

Birchcreek Wealth Management first reported a position in DFAS in Q2 2023 and has held it in 13 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Birchcreek Wealth Management held 75,923 shares of U.S. Small Cap Portfolio ETF Class Shares worth $6.25M as of Q2 2026.
  • Birchcreek Wealth Management bought 315 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $24.4K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 2.44% of Birchcreek Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Birchcreek Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2023 and has held it in 13 quarters since.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.