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

Chokshi & Queen 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	–	Sell	-11,488	Closed	-$817K	–	63
2026 Q1	$817K	Hold	11,488	–	–	0.44%	28
2025 Q4	$800K	Hold	11,488	–	–	0.42%	28
2025 Q3	$786K	Hold	11,488	–	–	0.42%	29
2025 Q2	$732K	Hold	11,488	–	–	0.42%	29
2025 Q1	$686K	Hold	11,488	–	–	0.42%	28
2024 Q4	$748K	Buy	+11,488	New	+$768K	0.46%	21

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

Chokshi & Queen Wealth Advisors's DFAS Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026, closing a stake of 11,488 shares — an estimated $817K sold.

Chokshi & Queen Wealth Advisors first reported a position in DFAS in Q4 2024 and held it in 6 quarters. The position peaked at $817K in Q1 2026. 918 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Chokshi & Queen Wealth Advisors reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
Chokshi & Queen Wealth Advisors sold 11,488 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $817K.
Chokshi & Queen Wealth Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and held it in 6 quarters.
Chokshi & Queen Wealth Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $817K in Q1 2026.
918 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.