CVA Family Office’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

CVA Family Office’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	$154K	Buy	1,869 +282	+18%	+$21.8K	0.01%	380
2026 Q1	$113K	Sell	1,587 -161	-9%	-$11.8K	0.01%	429
2025 Q4	$122K	Sell	1,748 -989	-36%	-$68.2K	0.01%	381
2025 Q3	$187K	Sell	2,737 -1,055	-28%	-$70.4K	0.02%	302
2025 Q2	$242K	Sell	3,792 -5,914	-61%	-$355K	0.03%	260
2025 Q1	$580K	Buy	9,706 +17	+0.2%	+$1.09K	0.09%	145
2024 Q4	$631K	Buy	9,689 +7,035	+265%	+$471K	0.1%	127
2024 Q3	$172K	Hold	2,654	–	–	0.03%	287
2024 Q2	$159K	Hold	2,654	–	–	0.03%	276
2024 Q1	$165K	Buy	2,654 +2,636	+14,644%	+$156K	0.03%	276
2023 Q4	$1.07K	Buy	+18	New	+$965	﹤0.01%	979
2023 Q3	–	Sell	-18	Closed	-$986	–	406
2023 Q2	$986	Buy	+18	New	+$939	﹤0.01%	949

Other funds holding DFAS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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 $2.37B AUM 16.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 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

CVA Family Office's DFAS Position: Q2 2026 in Review

CVA Family Office increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 18% in Q2 2026, buying an estimated $21.8K and bringing the position to 1,869 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #380.

CVA Family Office first reported a position in DFAS in Q2 2023 and has held it in 12 quarters since. The position peaked at $631K in Q4 2024. 921 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

CVA Family Office held 1,869 shares of U.S. Small Cap Portfolio ETF Class Shares worth $154K as of Q2 2026.
CVA Family Office bought 282 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $21.8K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #380 holding.
CVA Family Office first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2023 and has held it in 12 quarters since.
CVA Family Office's U.S. Small Cap Portfolio ETF Class Shares position peaked at $631K in Q4 2024.
921 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.