Kavar Capital Partners Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Kavar Capital Partners Group’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	$764K	Hold	9,278	–	–	0.09%	112
2026 Q1	$660K	Hold	9,278	–	–	0.08%	119
2025 Q4	$646K	Hold	9,278	–	–	0.09%	111
2025 Q3	$635K	Hold	9,278	–	–	0.08%	114
2025 Q2	$591K	Hold	9,278	–	–	0.09%	121
2025 Q1	$554K	Buy	9,278 +9	+0.1%	+$579	0.09%	114
2024 Q4	$603K	Buy	9,269 +11	+0.1%	+$736	0.1%	111
2024 Q3	$600K	Buy	9,258 +11	+0.1%	+$688	0.1%	114
2024 Q2	$556K	Buy	9,247 +26	+0.3%	+$1.56K	0.1%	109
2024 Q1	$575K	Sell	9,221 -9,193	-50%	-$544K	0.11%	105
2023 Q4	$1.1M	Buy	18,414 +9,233	+101%	+$495K	0.12%	96
2023 Q3	$482K	Buy	9,181 +28	+0.3%	+$1.54K	0.1%	108
2023 Q2	$502K	Buy	9,153 +28	+0.3%	+$1.46K	0.11%	101
2023 Q1	$481K	Buy	9,125 +18	+0.2%	+$975	0.1%	109
2022 Q4	$466K	Buy	9,107 +32	+0.4%	+$1.65K	0.11%	98
2022 Q3	$422K	Buy	9,075 +26	+0.3%	+$1.33K	0.11%	103
2022 Q2	$434K	Buy	9,049 +25	+0.3%	+$1.3K	0.1%	116
2022 Q1	$506K	Buy	9,024 +12	+0.1%	+$676	0.11%	109
2021 Q4	$541K	Buy	9,012 +230	+3%	+$13.9K	0.11%	109
2021 Q3	$505K	Buy	8,782 +19	+0.2%	+$1.1K	0.12%	117
2021 Q2	$512K	Buy	+8,763	New	+$510K	0.12%	107

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 $2.98B AUM 13.9% 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

Kavar Capital Partners Group's DFAS Position: Q2 2026 in Review

Kavar Capital Partners Group held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 9,278 shares worth $764K. The position accounts for 0.09% of the portfolio, ranked #112.

Kavar Capital Partners Group first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.1M in Q4 2023. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Kavar Capital Partners Group held 9,278 shares of U.S. Small Cap Portfolio ETF Class Shares worth $764K as of Q2 2026.
Kavar Capital Partners Group left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.09% of Kavar Capital Partners Group's portfolio in Q2 2026, its #112 holding.
Kavar Capital Partners Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
Kavar Capital Partners Group's U.S. Small Cap Portfolio ETF Class Shares position peaked at $1.1M in Q4 2023.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.