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

Hill Island Financial’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 Q3	$16M	Sell	206,647 -83,237	-29%	-$6.77M	3.33%	8
2026 Q2	$23.9M	Buy	289,884 +5,222	+2%	+$405K	5.09%	6
2026 Q1	$20.2M	Buy	284,662 +4,448	+2%	+$326K	4.92%	7
2025 Q4	$19.5M	Buy	280,214 +8,491	+3%	+$585K	4.67%	7
2025 Q3	$18.6M	Buy	271,723 +21,067	+8%	+$1.41M	4.64%	7
2025 Q2	$16M	Buy	250,656 +35,454	+16%	+$2.13M	4.45%	7
2025 Q1	$12.9M	Buy	215,202 +71,187	+49%	+$4.58M	3.77%	7
2024 Q4	$9.37M	Buy	+144,015	New	+$9.6M	2.74%	11

Other funds holding DFAS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 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

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Hill Island Financial's DFAS Position: Q3 2026 in Review

Hill Island Financial reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 29% in Q3 2026, selling an estimated $6.77M and leaving 206,647 shares worth $16M. The position accounts for 3.33% of the portfolio, ranked #8.

Hill Island Financial first reported a position in DFAS in Q4 2024 and has held it in 8 quarters since. The position peaked at $23.9M in Q2 2026. 553 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Hill Island Financial held 206,647 shares of U.S. Small Cap Portfolio ETF Class Shares worth $16M as of Q3 2026.
Hill Island Financial sold 83,237 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $6.77M.
U.S. Small Cap Portfolio ETF Class Shares made up 3.33% of Hill Island Financial's portfolio in Q3 2026, its #8 holding.
Hill Island Financial first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
Hill Island Financial's U.S. Small Cap Portfolio ETF Class Shares position peaked at $23.9M in Q2 2026.
553 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Hill Island Financial's 13F filing for Q3 2026, filed 20 Oct 2026.