IA
DFAS icon

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

IFG 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 		$1.02M Buy
12,394
+288
+2% +$22.3K 0.14% 74
2026
Q1 		$861K Buy
12,106
+16
+0.1% +$1.17K 0.14% 72
2025
Q4 		$842K Buy
12,090
+25
+0.2% +$1.72K 0.14% 70
2025
Q3 		$826K Sell
12,065
-187
-2% -$12.5K 0.13% 70
2025
Q2 		$781K Buy
12,252
+175
+1% +$10.5K 0.13% 70
2025
Q1 		$722K Sell
12,077
-831
-6% -$53.4K 0.14% 69
2024
Q4 		$840K Buy
12,908
+2,212
+21% +$148K 0.17% 61
2024
Q3 		$694K Sell
10,696
-294
-3% -$18.4K 0.15% 66
2024
Q2 		$660K Sell
10,990
-141
-1% -$8.49K 0.16% 64
2024
Q1 		$694K Sell
11,131
-381
-3% -$22.5K 0.18% 59
2023
Q4 		$686K Sell
11,512
-1,292
-10% -$69.2K 0.2% 55
2023
Q3 		$672K Sell
12,804
-68
-0.5% -$3.75K 0.24% 48
2023
Q2 		$705K Buy
12,872
+5,691
+79% +$297K 0.25% 48
2023
Q1 		$378K Buy
7,181
+2,979
+71% +$161K 0.15% 78
2022
Q4 		$215K Buy
+4,202
New +$216K 0.09% 115

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

IFG Advisors's DFAS Position: Q2 2026 in Review

IFG Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 2.4% in Q2 2026, buying an estimated $22.3K and bringing the position to 12,394 shares worth $1.02M. The position accounts for 0.14% of the portfolio, ranked #74.

IFG Advisors first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • IFG Advisors held 12,394 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.02M as of Q2 2026.
  • IFG Advisors bought 288 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $22.3K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.14% of IFG Advisors's portfolio in Q2 2026, its #74 holding.
  • IFG Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • 916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.