Clark Capital Management Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Clark Capital Management Group’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	$309K	Hold	3,756	–	–	﹤0.01%	463
2026 Q1	$267K	Hold	3,756	–	–	﹤0.01%	460
2025 Q4	$262K	Buy	+3,756	New	+$259K	﹤0.01%	447
2023 Q3	–	Sell	-7,262	Closed	-$398K	–	339
2023 Q2	$398K	Hold	7,262	–	–	﹤0.01%	302
2023 Q1	$383K	Hold	7,262	–	–	﹤0.01%	300
2022 Q4	$371K	Buy	+7,262	New	+$374K	﹤0.01%	309

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

Clark Capital Management Group's DFAS Position: Q2 2026 in Review

Clark Capital Management Group held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 3,756 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Clark Capital Management Group first reported a position in DFAS in Q4 2022 and has held it in 6 quarters since. The position peaked at $398K in Q2 2023. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Clark Capital Management Group held 3,756 shares of U.S. Small Cap Portfolio ETF Class Shares worth $309K as of Q2 2026.
Clark Capital Management Group 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 ﹤0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #463 holding.
Clark Capital Management Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2022 and has held it in 6 quarters since.
Clark Capital Management Group's U.S. Small Cap Portfolio ETF Class Shares position peaked at $398K in Q2 2023.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.