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

EverSource 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	$3.32M	Sell	40,345 -9,134	-18%	-$708K	0.11%	159
2026 Q1	$3.52M	Sell	49,479 -4,275	-8%	-$314K	0.11%	151
2025 Q4	$3.75M	Sell	53,754 -2,312	-4%	-$159K	0.14%	123
2025 Q3	$3.84M	Sell	56,066 -33,770	-38%	-$2.25M	0.15%	122
2025 Q2	$5.72M	Buy	89,836 +9,048	+11%	+$542K	0.26%	87
2025 Q1	$4.83M	Buy	80,788 +9,139	+13%	+$588K	0.27%	84
2024 Q4	$4.66M	Buy	71,649 +12,977	+22%	+$868K	0.26%	84
2024 Q3	$3.81M	Sell	58,672 -7,127	-11%	-$446K	0.24%	92
2024 Q2	$4.3M	Buy	65,799 +12,200	+23%	+$734K	0.29%	76
2024 Q1	$3.14M	Buy	53,599 +9,645	+22%	+$571K	0.25%	93
2023 Q4	$2.62M	Buy	43,954 +15,013	+52%	+$805K	0.24%	92
2023 Q3	$1.52M	Buy	28,941 +4,095	+16%	+$226K	0.16%	127
2023 Q2	$1.36M	Buy	24,846 +104	+0.4%	+$5.43K	0.15%	129
2023 Q1	$1.3M	Hold	24,742	–	–	0.16%	117
2022 Q4	$1.27M	Sell	24,742 -101	-0.4%	-$5.2K	0.19%	100
2022 Q3	$1.16M	Buy	24,843 +4,624	+23%	+$236K	0.26%	72
2022 Q2	$971K	Sell	20,219 -1,594	-7%	-$82.6K	0.25%	75
2022 Q1	$1.22M	Buy	21,813 +1,796	+9%	+$101K	0.31%	59
2021 Q4	$1.2M	Buy	+20,017	New	+$1.21M	0.34%	50

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 $2.52B 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 $2.49B 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

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

EverSource Wealth Advisors reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 18% in Q2 2026, selling an estimated $708K and leaving 40,345 shares worth $3.32M. The position accounts for 0.11% of the portfolio, ranked #159.

EverSource Wealth Advisors first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.72M in Q2 2025. 919 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

EverSource Wealth Advisors held 40,345 shares of U.S. Small Cap Portfolio ETF Class Shares worth $3.32M as of Q2 2026.
EverSource Wealth Advisors sold 9,134 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $708K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.11% of EverSource Wealth Advisors's portfolio in Q2 2026, its #159 holding.
EverSource Wealth Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $5.72M in Q2 2025.
919 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

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