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

Capstone Wealth Management (Alabama)’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	$3.09M	Sell	37,544 -118	-0.3%	-$9.14K	1.43%	14
2026 Q1	$2.68M	Sell	37,662 -255	-0.7%	-$18.7K	1.87%	13
2025 Q4	$2.64M	Hold	37,917	–	–	1.93%	13
2025 Q3	$2.6M	Sell	37,917 -36	-0.1%	-$2.4K	2%	13
2025 Q2	$2.42M	Buy	37,953 +27	+0.1%	+$1.62K	2.12%	11
2025 Q1	$2.27M	Sell	37,926 -15	-0%	-$965	2.26%	10
2024 Q4	$2.47M	Buy	+37,941	New	+$2.54M	2.41%	10

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 $2.49B AUM 17.07% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s DFAS Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.31% in Q2 2026, selling an estimated $9.14K and leaving 37,544 shares worth $3.09M. The position accounts for 1.43% of the portfolio, ranked #14.

Capstone Wealth Management (Alabama) first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 918 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Capstone Wealth Management (Alabama) held 37,544 shares of U.S. Small Cap Portfolio ETF Class Shares worth $3.09M as of Q2 2026.
Capstone Wealth Management (Alabama) sold 118 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $9.14K.
U.S. Small Cap Portfolio ETF Class Shares made up 1.43% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #14 holding.
Capstone Wealth Management (Alabama) first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
918 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.