Bragg Financial Advisors
DFAS icon

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

Bragg 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 		$232K Hold
2,820
– – 0.01% 353
2026
Q1 		$201K Buy
+2,820
New +$207K 0.01% 362

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Index Fund Advisors
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Focus Partners Wealth
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Pure Financial Advisors
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TCI Wealth Advisors
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RFP
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Vise Technologies
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Bragg Financial Advisors held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 2,820 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #353.

Bragg Financial Advisors first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Bragg Financial Advisors held 2,820 shares of U.S. Small Cap Portfolio ETF Class Shares worth $232K as of Q2 2026.
  • Bragg 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 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #353 holding.
  • Bragg Financial Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2026 and has held it in 2 quarters since.
  • 916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.