Graver Capital Management’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Graver Capital Management’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	$792K	Hold	9,613	–	–	0.56%	14
2026 Q1	$684K	Sell	9,613 -407	-4%	-$29.9K	0.52%	14
2025 Q4	$698K	Sell	10,020 -406	-4%	-$28K	0.55%	15
2025 Q3	$714K	Hold	10,426	–	–	0.6%	15
2025 Q2	$664K	Hold	10,426	–	–	0.59%	15
2025 Q1	$623K	Hold	10,426	–	–	0.64%	15
2024 Q4	$679K	Buy	+10,426	New	+$697K	0.71%	14

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

Graver Capital Management's DFAS Position: Q2 2026 in Review

Graver Capital Management held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 9,613 shares worth $792K. The position accounts for 0.56% of the portfolio, ranked #14.

Graver Capital Management first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 921 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Graver Capital Management held 9,613 shares of U.S. Small Cap Portfolio ETF Class Shares worth $792K as of Q2 2026.
Graver Capital Management left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.56% of Graver Capital Management's portfolio in Q2 2026, its #14 holding.
Graver Capital Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
921 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Graver Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.