Clarity Asset Management’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Clarity Asset Management’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
2025 Q4	–	Sell	-231	Closed	-$15.8K	–	253
2025 Q3	$15.8K	Buy	231 +1	+0.4%	+$67	0.01%	182
2025 Q2	$14.7K	Buy	230 +1	+0.4%	+$60	0.01%	188
2025 Q1	$13.7K	Hold	229	–	–	0.01%	161
2024 Q4	$14.9K	Buy	229 +1	+0.4%	+$67	0.01%	152
2024 Q3	$14.8K	Sell	228 -20	-8%	-$1.25K	0.01%	143
2024 Q2	$14.9K	Sell	248 -1,319	-84%	-$79.4K	0.01%	137
2024 Q1	$97.7K	Sell	1,567 -127,867	-99%	-$7.57M	0.07%	50
2023 Q4	$7.72M	Buy	+129,434	New	+$6.94M	6.1%	6

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

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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

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

Clarity Asset Management's DFAS Position: Q4 2025 in Review

Clarity Asset Management sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q4 2025, closing a stake of 231 shares — an estimated $15.8K sold.

Clarity Asset Management first reported a position in DFAS in Q4 2023 and held it in 8 quarters. The position peaked at $7.72M in Q4 2023. 874 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

Clarity Asset Management reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q4 2025 after selling out during the quarter.
Clarity Asset Management sold 231 U.S. Small Cap Portfolio ETF Class Shares shares in Q4 2025, an estimated $15.8K.
Clarity Asset Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2023 and held it in 8 quarters.
Clarity Asset Management's U.S. Small Cap Portfolio ETF Class Shares position peaked at $7.72M in Q4 2023.
874 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q4 2025.

Based on Clarity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.