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

EQ Wealth 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
2026 Q2	$1.18M	Buy	14,331 +2,164	+18%	+$168K	0.65%	29
2026 Q1	$865K	Buy	12,167 +6,295	+107%	+$462K	0.51%	29
2025 Q4	$409K	Buy	+5,872	New	+$405K	0.24%	35
2025 Q3	–	Sell	-66	Closed	-$4.2K	–	85
2025 Q2	$4.2K	Hold	66	–	–	﹤0.01%	163
2025 Q1	$3.94K	Buy	+66	New	+$4.24K	﹤0.01%	173

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

EQ Wealth Advisors's DFAS Position: Q2 2026 in Review

EQ Wealth Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 18% in Q2 2026, buying an estimated $168K and bringing the position to 14,331 shares worth $1.18M. The position accounts for 0.65% of the portfolio, ranked #29.

EQ Wealth Advisors first reported a position in DFAS in Q1 2025 and has held it in 5 quarters since. 921 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

EQ Wealth Advisors held 14,331 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.18M as of Q2 2026.
EQ Wealth Advisors bought 2,164 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $168K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.65% of EQ Wealth Advisors's portfolio in Q2 2026, its #29 holding.
EQ Wealth Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2025 and has held it in 5 quarters since.
921 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on EQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.