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

Diversify Wealth 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
2026 Q2	$1.78M	Buy	21,938 +124	+0.6%	+$9.61K	0.03%	447
2026 Q1	$1.66M	Buy	+21,814	New	+$1.6M	0.03%	436

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

RFP

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

Diversify Wealth Management's DFAS Position: Q2 2026 in Review

Diversify Wealth Management increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.57% in Q2 2026, buying an estimated $9.61K and bringing the position to 21,938 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #447.

Diversify Wealth Management first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Diversify Wealth Management held 21,938 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.78M as of Q2 2026.
Diversify Wealth Management bought 124 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $9.61K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #447 holding.
Diversify Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2026 and has held it in 2 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.