Kingsview Wealth Management’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Kingsview Wealth Management’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	$3.76M	Buy	45,609 +3,977	+10%	+$308K	0.05%	390
2026 Q1	$2.96M	Sell	41,632 -12,386	-23%	-$909K	0.04%	426
2025 Q4	$3.76M	Buy	54,018 +33,647	+165%	+$2.32M	0.05%	334
2025 Q3	$1.39M	Sell	20,371 -2,301	-10%	-$154K	0.02%	526
2025 Q2	$1.44M	Sell	22,672 -8,153	-26%	-$489K	0.02%	492
2025 Q1	$1.84M	Sell	30,825 -4,784	-13%	-$308K	0.03%	407
2024 Q4	$2.32M	Buy	35,609 +4,391	+14%	+$294K	0.05%	356
2024 Q3	$2.02M	Buy	31,218 +14,896	+91%	+$932K	0.04%	372
2024 Q2	$981K	Buy	16,322 +1,536	+10%	+$92.4K	0.02%	512
2024 Q1	$922K	Buy	14,786 +184	+1%	+$10.9K	0.02%	518
2023 Q4	$871K	Buy	+14,602	New	+$782K	0.03%	504

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

Kingsview Wealth Management's DFAS Position: Q2 2026 in Review

Kingsview Wealth Management increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 9.6% in Q2 2026, buying an estimated $308K and bringing the position to 45,609 shares worth $3.76M. The position accounts for 0.05% of the portfolio, ranked #390.

Kingsview Wealth Management first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.76M in Q4 2025. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Kingsview Wealth Management held 45,609 shares of U.S. Small Cap Portfolio ETF Class Shares worth $3.76M as of Q2 2026.
Kingsview Wealth Management bought 3,977 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $308K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #390 holding.
Kingsview Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
Kingsview Wealth Management's U.S. Small Cap Portfolio ETF Class Shares position peaked at $3.76M in Q4 2025.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.