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

Elevate Wealth Advisory’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	$2.18M	Sell	26,481 -1,236	-4%	-$95.8K	1.25%	17
2026 Q1	$1.97M	Buy	27,717 +313	+1%	+$23K	1.24%	17
2025 Q4	$1.91M	Sell	27,404 -261	-0.9%	-$18K	1.31%	17
2025 Q3	$1.89M	Sell	27,665 -504	-2%	-$33.6K	1.38%	18
2025 Q2	$1.79M	Sell	28,169 -964	-3%	-$57.8K	1.28%	20
2025 Q1	$1.74M	Sell	29,133 -128	-0.4%	-$8.23K	1.23%	19
2024 Q4	$1.9M	Sell	29,261 -97	-0.3%	-$6.49K	1.43%	19
2024 Q3	$1.9M	Sell	29,358 -143	-0.5%	-$8.95K	1.41%	19
2024 Q2	$1.77M	Sell	29,501 -175	-0.6%	-$10.5K	1.44%	18
2024 Q1	$1.85M	Sell	29,676 -385	-1%	-$22.8K	1.61%	18
2023 Q4	$1.79M	Buy	+30,061	New	+$1.61M	1.64%	17

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 $2.98B AUM 13.9% 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

Elevate Wealth Advisory's DFAS Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 4.5% in Q2 2026, selling an estimated $95.8K and leaving 26,481 shares worth $2.18M. The position accounts for 1.25% of the portfolio, ranked #17.

Elevate Wealth Advisory first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Elevate Wealth Advisory held 26,481 shares of U.S. Small Cap Portfolio ETF Class Shares worth $2.18M as of Q2 2026.
Elevate Wealth Advisory sold 1,236 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $95.8K.
U.S. Small Cap Portfolio ETF Class Shares made up 1.25% of Elevate Wealth Advisory's portfolio in Q2 2026, its #17 holding.
Elevate Wealth Advisory first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.