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

KMT 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	–	Sell	-90,461	Closed	-$6.43M	–	124
2026 Q1	$6.43M	Hold	90,461	–	–	3.5%	4
2025 Q4	$6.3M	Hold	90,461	–	–	3.37%	4
2025 Q3	$6.19M	Hold	90,461	–	–	3.34%	4
2025 Q2	$5.76M	Hold	90,461	–	–	3.4%	4
2025 Q1	$5.41M	Sell	90,461 -5,000	-5%	-$322K	3.7%	4
2024 Q4	$6.21M	Buy	+95,461	New	+$6.38M	4.98%	4

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

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

KMT Wealth Management sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026, closing a stake of 90,461 shares — an estimated $6.43M sold.

KMT Wealth Management first reported a position in DFAS in Q4 2024 and held it in 6 quarters. The position peaked at $6.43M in Q1 2026. 918 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

KMT Wealth Management reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
KMT Wealth Management sold 90,461 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $6.43M.
KMT Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and held it in 6 quarters.
KMT Wealth Management's U.S. Small Cap Portfolio ETF Class Shares position peaked at $6.43M in Q1 2026.
918 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on KMT Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.