Independent Advisor Alliance
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Independent Advisor Alliance’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Independent Advisor Alliance’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 		– Sell
-5,323
Closed -$379K – 1154
2026
Q1 		$379K Buy
+5,323
New +$391K ﹤0.01% 1227
2025
Q1 		– Sell
-4,629
Closed -$301K – 906
2024
Q4 		$301K Buy
+4,629
New +$310K ﹤0.01% 1142

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
Index Fund Advisors
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
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
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

Independent Advisor Alliance's DFAS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026, closing a stake of 5,323 shares — an estimated $379K sold.

Independent Advisor Alliance first reported a position in DFAS in Q4 2024 and held it in 2 quarters. The position peaked at $379K in Q1 2026. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Independent Advisor Alliance reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,323 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $379K.
  • Independent Advisor Alliance first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's U.S. Small Cap Portfolio ETF Class Shares position peaked at $379K in Q1 2026.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.