Brighton Jones LLC
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Brighton Jones LLC’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Brighton Jones LLC’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 		$480K Hold
5,828
– – 0.01% 810
2026
Q1 		$415K Buy
+5,828
New +$428K 0.01% 775
2025
Q4 		– Sell
-6,946
Closed -$476K – 261
2025
Q3 		$476K Buy
6,946
+408
+6% +$27.2K 0.01% 647
2025
Q2 		$417K Sell
6,538
-69
-1% -$4.14K 0.01% 594
2025
Q1 		$395K Hold
6,607
– – 0.01% 461
2024
Q4 		$430K Sell
6,607
-6
-0.1% -$401 0.01% 429
2024
Q3 		$429K Sell
6,613
-787
-11% -$49.3K 0.02% 353
2024
Q2 		$445K Sell
7,400
-451
-6% -$27.1K 0.01% 378
2024
Q1 		$489K Buy
7,851
+124
+2% +$7.34K 0.02% 353
2023
Q4 		$461K Buy
7,727
+24
+0.3% +$1.29K 0.02% 342
2023
Q3 		$404K Sell
7,703
-2
-0% -$110 0.02% 336
2023
Q2 		$422K Buy
7,705
+2,766
+56% +$144K 0.02% 328
2023
Q1 		$260K Buy
4,939
+14
+0.3% +$758 0.01% 413
2022
Q4 		$252K Sell
4,925
-12
-0.2% -$618 0.02% 383
2022
Q3 		$230K Buy
4,937
+7
+0.1% +$358 0.01% 388
2022
Q2 		$237K Buy
4,930
+6
+0.1% +$311 0.01% 384
2022
Q1 		$276K Buy
4,924
+27
+0.6% +$1.52K 0.01% 383
2021
Q4 		$294K Buy
4,897
+59
+1% +$3.56K 0.01% 380
2021
Q3 		$278K Buy
4,838
+5
+0.1% +$288 0.01% 378
2021
Q2 		$282K Buy
+4,833
New +$281K 0.01% 362

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 $2.57B AUM 21.7% 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

Brighton Jones LLC's DFAS Position: Q2 2026 in Review

Brighton Jones LLC held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 5,828 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #810.

Brighton Jones LLC first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $489K in Q1 2024. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Brighton Jones LLC held 5,828 shares of U.S. Small Cap Portfolio ETF Class Shares worth $480K as of Q2 2026.
  • Brighton Jones LLC 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 Brighton Jones LLC's portfolio in Q2 2026, its #810 holding.
  • Brighton Jones LLC first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 20 quarters since.
  • Brighton Jones LLC's U.S. Small Cap Portfolio ETF Class Shares position peaked at $489K in Q1 2024.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.