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

Canvas Wealth 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	$1.11M	Buy	13,535 +7,517	+125%	+$582K	0.16%	80
2026 Q1	$428K	Buy	6,018 +809	+16%	+$59.4K	0.07%	144
2025 Q4	$363K	Buy	5,209 +317	+6%	+$21.9K	0.06%	139
2025 Q3	$338K	Buy	4,892 +131	+3%	+$8.74K	0.06%	143
2025 Q2	$314K	Sell	4,761 -4,434	-48%	-$266K	0.06%	138
2025 Q1	$514K	Buy	9,195 +5,056	+122%	+$325K	0.13%	101
2024 Q4	$269K	Buy	+4,139	New	+$277K	0.07%	137

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

Canvas Wealth Advisors's DFAS Position: Q2 2026 in Review

Canvas Wealth Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 125% in Q2 2026, buying an estimated $582K and bringing the position to 13,535 shares worth $1.11M. The position accounts for 0.16% of the portfolio, ranked #80.

Canvas Wealth Advisors first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Canvas Wealth Advisors held 13,535 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.11M as of Q2 2026.
Canvas Wealth Advisors bought 7,517 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $582K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.16% of Canvas Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Canvas Wealth Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.