Financial Insights’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Financial Insights’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	$1.25M	Sell	15,169 -810	-5%	-$62.8K	0.33%	48
2026 Q1	$1.14M	Sell	15,979 -43	-0.3%	-$3.16K	0.37%	47
2025 Q4	$1.12M	Buy	16,022 +1	+0%	+$69	0.37%	43
2025 Q3	$1.1M	Buy	16,021 +320	+2%	+$21.4K	0.36%	41
2025 Q2	$1M	Sell	15,701 -798	-5%	-$47.8K	0.37%	42
2025 Q1	$986K	Sell	16,499 -60	-0.4%	-$3.86K	0.39%	36
2024 Q4	$1.08M	Sell	16,559 -1,043	-6%	-$69.8K	0.4%	39
2024 Q3	$1.14M	Sell	17,602 -1,295	-7%	-$81.1K	0.36%	46
2024 Q2	$1.14M	Sell	18,897 -374	-2%	-$22.5K	0.32%	52
2024 Q1	$1.2M	Sell	19,271 -2,633	-12%	-$156K	0.34%	58
2023 Q4	$1.31M	Sell	21,904 -2,143	-9%	-$115K	0.41%	50
2023 Q3	$1.19M	Sell	24,047 -3,846	-14%	-$212K	0.43%	47
2023 Q2	$1.53M	Sell	27,893 -4,968	-15%	-$259K	0.56%	35
2023 Q1	$1.73M	Sell	32,861 -2,505	-7%	-$136K	0.71%	29
2022 Q4	$1.81M	Sell	35,366 -3,476	-9%	-$179K	0.86%	28
2022 Q3	$1.81M	Buy	38,842 +13,923	+56%	+$711K	1.22%	20
2022 Q2	$1.2M	Buy	+24,919	New	+$1.29M	1.21%	23

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 $2.57B 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

Financial Insights's DFAS Position: Q2 2026 in Review

Financial Insights reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 5.1% in Q2 2026, selling an estimated $62.8K and leaving 15,169 shares worth $1.25M. The position accounts for 0.33% of the portfolio, ranked #48.

Financial Insights first reported a position in DFAS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.81M in Q4 2022. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Financial Insights held 15,169 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.25M as of Q2 2026.
Financial Insights sold 810 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $62.8K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.33% of Financial Insights's portfolio in Q2 2026, its #48 holding.
Financial Insights first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2022 and has held it in 17 quarters since.
Financial Insights's U.S. Small Cap Portfolio ETF Class Shares position peaked at $1.81M in Q4 2022.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.