First Command Advisory Services’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

First Command Advisory Services’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	$73M	Sell	887,282 -204,881	-19%	-$15.9M	0.43%	22
2026 Q1	$77.7M	Sell	1,092,163 -37,906	-3%	-$2.78M	0.52%	21
2025 Q4	$78.7M	Sell	1,130,069 -21,634	-2%	-$1.49M	0.55%	19
2025 Q3	$78.8M	Sell	1,151,703 -67,855	-6%	-$4.53M	0.57%	18
2025 Q2	$77.7M	Buy	1,219,558 +69,113	+6%	+$4.14M	0.67%	14
2025 Q1	$68.7M	Buy	1,150,445 +125,847	+12%	+$8.09M	0.66%	15
2024 Q4	$66.7M	Buy	1,024,598 +57,843	+6%	+$3.87M	0.63%	12
2024 Q3	$62.7M	Buy	966,755 +40,429	+4%	+$2.53M	0.61%	13
2024 Q2	$55.7M	Buy	926,326 +22,315	+2%	+$1.34M	0.58%	12
2024 Q1	$56.4M	Buy	904,011 +59,692	+7%	+$3.53M	0.59%	13
2023 Q4	$50.3M	Buy	844,319 +185,191	+28%	+$9.9M	0.59%	13
2023 Q3	$34.6M	Buy	+659,128	New	+$36.3M	0.46%	14

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

First Command Advisory Services's DFAS Position: Q2 2026 in Review

First Command Advisory Services reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 19% in Q2 2026, selling an estimated $15.9M and leaving 887,282 shares worth $73M. The position accounts for 0.43% of the portfolio, ranked #22.

First Command Advisory Services first reported a position in DFAS in Q3 2023 and has held it in 12 quarters since. The position peaked at $78.8M in Q3 2025. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

First Command Advisory Services held 887,282 shares of U.S. Small Cap Portfolio ETF Class Shares worth $73M as of Q2 2026.
First Command Advisory Services sold 204,881 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $15.9M.
U.S. Small Cap Portfolio ETF Class Shares made up 0.43% of First Command Advisory Services's portfolio in Q2 2026, its #22 holding.
First Command Advisory Services first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2023 and has held it in 12 quarters since.
First Command Advisory Services's U.S. Small Cap Portfolio ETF Class Shares position peaked at $78.8M in Q3 2025.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.