KPP Advisory Services’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

KPP Advisory Services’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	$9.22M	Sell	111,946 -599	-0.5%	-$46.4K	1.17%	21
2026 Q1	$8.01M	Buy	112,545 +5,203	+5%	+$382K	1.16%	22
2025 Q4	$7.48M	Buy	107,342 +5,067	+5%	+$349K	1.09%	21
2025 Q3	$7M	Buy	102,275 +2,004	+2%	+$134K	1.04%	20
2025 Q2	$6.39M	Buy	100,271 +524	+0.5%	+$31.4K	1.05%	23
2025 Q1	$5.96M	Buy	99,747 +12,144	+14%	+$781K	1.13%	22
2024 Q4	$5.7M	Buy	87,603 +2,142	+3%	+$143K	1.34%	20
2024 Q3	$5.54M	Buy	85,461 +5,528	+7%	+$346K	1.33%	19
2024 Q2	$4.8M	Buy	79,933 +8,717	+12%	+$525K	1.28%	19
2024 Q1	$4.44M	Buy	+71,216	New	+$4.21M	1.22%	21
2023 Q4	–	Sell	-46,586	Closed	-$2.45M	–	139
2023 Q3	$2.45M	Buy	+46,586	New	+$2.57M	0.81%	27

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

IFA

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

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

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

KPP Advisory Services's DFAS Position: Q2 2026 in Review

KPP Advisory Services reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.53% in Q2 2026, selling an estimated $46.4K and leaving 111,946 shares worth $9.22M. The position accounts for 1.17% of the portfolio, ranked #21.

KPP Advisory Services first reported a position in DFAS in Q3 2023 and has held it in 11 quarters since. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

KPP Advisory Services held 111,946 shares of U.S. Small Cap Portfolio ETF Class Shares worth $9.22M as of Q2 2026.
KPP Advisory Services sold 599 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $46.4K.
U.S. Small Cap Portfolio ETF Class Shares made up 1.17% of KPP Advisory Services's portfolio in Q2 2026, its #21 holding.
KPP Advisory Services first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2023 and has held it in 11 quarters since.
916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.