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

Greenspring 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	$4.35M	Sell	52,888 -975	-2%	-$75.5K	0.24%	58
2026 Q1	$3.83M	Sell	53,863 -3,363	-6%	-$247K	0.23%	60
2025 Q4	$3.99M	Buy	57,226 +45,367	+383%	+$3.13M	0.24%	54
2025 Q3	$812K	Buy	+11,859	New	+$792K	0.14%	46
2025 Q1	$668K	Hold	11,179	–	–	0.16%	44
2024 Q4	$728K	Sell	11,179 -611	-5%	-$40.9K	0.16%	42
2024 Q3	$765K	Buy	11,790 +3,342	+40%	+$209K	0.17%	40
2024 Q2	$508K	Hold	8,448	–	–	0.12%	39
2024 Q1	$527K	Buy	+8,448	New	+$500K	0.13%	38

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

Greenspring Advisors's DFAS Position: Q2 2026 in Review

Greenspring Advisors reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.8% in Q2 2026, selling an estimated $75.5K and leaving 52,888 shares worth $4.35M. The position accounts for 0.24% of the portfolio, ranked #58.

Greenspring Advisors first reported a position in DFAS in Q1 2024 and has held it in 9 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Greenspring Advisors held 52,888 shares of U.S. Small Cap Portfolio ETF Class Shares worth $4.35M as of Q2 2026.
Greenspring Advisors sold 975 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $75.5K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.24% of Greenspring Advisors's portfolio in Q2 2026, its #58 holding.
Greenspring Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2024 and has held it in 9 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.