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

Hanover 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	$486K	Buy	5,902 +95	+2%	+$7.36K	0.18%	70
2026 Q1	$413K	Buy	5,807 +220	+4%	+$16.1K	0.17%	71
2025 Q4	$389K	Buy	5,587 +60	+1%	+$4.14K	0.15%	69
2025 Q3	$378K	Buy	5,527 +316	+6%	+$21.1K	0.15%	71
2025 Q2	$332K	Sell	5,211 -416	-7%	-$24.9K	0.14%	67
2025 Q1	$336K	Hold	5,627	–	–	0.15%	69
2024 Q4	$366K	Buy	5,627 +1,044	+23%	+$69.8K	0.15%	60
2024 Q3	$297K	Sell	4,583 -612	-12%	-$38.3K	0.12%	72
2024 Q2	$312K	Sell	5,195 -353	-6%	-$21.2K	0.14%	73
2024 Q1	$346K	Buy	5,548 +288	+5%	+$17K	0.15%	67
2023 Q4	$314K	Buy	+5,260	New	+$282K	0.15%	67

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

Hanover Advisors's DFAS Position: Q2 2026 in Review

Hanover Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.6% in Q2 2026, buying an estimated $7.36K and bringing the position to 5,902 shares worth $486K. The position accounts for 0.18% of the portfolio, ranked #70.

Hanover Advisors first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Hanover Advisors held 5,902 shares of U.S. Small Cap Portfolio ETF Class Shares worth $486K as of Q2 2026.
Hanover Advisors bought 95 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $7.36K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.18% of Hanover Advisors's portfolio in Q2 2026, its #70 holding.
Hanover Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Hanover Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.