Caliber Wealth Management (Kansas)
DFAS icon

Caliber Wealth Management (Kansas)’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Caliber Wealth Management (Kansas)’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 		$253K Hold
3,075
– – 0.02% 266
2026
Q1 		$219K Hold
3,075
– – 0.02% 255
2025
Q4 		$214K Hold
3,075
– – 0.02% 250
2025
Q3 		$211K Buy
+3,075
New +$205K 0.02% 241

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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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Root Financial Partners
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Vise Technologies
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Envestnet Asset Management
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Caliber Wealth Management (Kansas)'s DFAS Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 3,075 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #266.

Caliber Wealth Management (Kansas) first reported a position in DFAS in Q3 2025 and has held it in 4 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 3,075 shares of U.S. Small Cap Portfolio ETF Class Shares worth $253K as of Q2 2026.
  • Caliber Wealth Management (Kansas) 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 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #266 holding.
  • Caliber Wealth Management (Kansas) first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2025 and has held it in 4 quarters since.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.