Efficient Frontier Advisors’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Efficient Frontier 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
2025 Q2	$3.4M	Sell	53,434 -5,591	-9%	-$335K	2.16%	8
2025 Q1	$3.53M	Buy	59,025 +33	+0.1%	+$2.12K	2.29%	8
2024 Q4	$3.84M	Buy	58,992 +40	+0.1%	+$2.68K	2.54%	7
2024 Q3	$3.82M	Buy	58,952 +37	+0.1%	+$2.32K	2.47%	8
2024 Q2	$3.54M	Buy	58,915 +449	+0.8%	+$27K	2.5%	8
2024 Q1	$3.64M	Buy	58,466 +23	+0%	+$1.36K	2.89%	5
2023 Q4	$3.48M	Buy	+58,443	New	+$3.13M	2.93%	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

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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Efficient Frontier Advisors's DFAS Position: Q2 2025 in Review

Efficient Frontier Advisors reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 9.5% in Q2 2025, selling an estimated $335K and leaving 53,434 shares worth $3.4M. The position accounts for 2.16% of the portfolio, ranked #8.

Efficient Frontier Advisors first reported a position in DFAS in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.84M in Q4 2024. 776 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

Efficient Frontier Advisors held 53,434 shares of U.S. Small Cap Portfolio ETF Class Shares worth $3.4M as of Q2 2025.
Efficient Frontier Advisors sold 5,591 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2025, an estimated $335K.
U.S. Small Cap Portfolio ETF Class Shares made up 2.16% of Efficient Frontier Advisors's portfolio in Q2 2025, its #8 holding.
Efficient Frontier Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2023 and has held it in 7 quarters since.
Efficient Frontier Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $3.84M in Q4 2024.
776 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2025.

Based on Efficient Frontier Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.