L & S Advisors
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L & S Advisors’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

L & S Advisors’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 		$1.36M Buy
16,510
+186
+1% +$14.4K 0.14% 142
2026
Q1 		$1.16M Buy
16,324
+288
+2% +$21.1K 0.15% 137
2025
Q4 		$1.12M Sell
16,036
-429
-3% -$29.6K 0.1% 186
2025
Q3 		$1.13M Buy
16,465
+1,468
+10% +$98K 0.11% 162
2025
Q2 		$955K Buy
14,997
+2,092
+16% +$125K 0.09% 179
2025
Q1 		$771K Buy
12,905
+740
+6% +$47.6K 0.1% 192
2024
Q4 		$792K Buy
12,165
+484
+4% +$32.4K 0.09% 189
2024
Q3 		$758K Buy
11,681
+135
+1% +$8.45K 0.08% 207
2024
Q2 		$694K Buy
11,546
+77
+0.7% +$4.63K 0.08% 200
2024
Q1 		$715K Buy
11,469
+123
+1% +$7.28K 0.08% 209
2023
Q4 		$676K Sell
11,346
-2,020
-15% -$108K 0.08% 191
2023
Q3 		$702K Sell
13,366
-608
-4% -$33.5K 0.1% 183
2023
Q2 		$766K Buy
+13,974
New +$729K 0.1% 183

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 $2.57B AUM 21.7% 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

L & S Advisors's DFAS Position: Q2 2026 in Review

L & S Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.1% in Q2 2026, buying an estimated $14.4K and bringing the position to 16,510 shares worth $1.36M. The position accounts for 0.14% of the portfolio, ranked #142.

L & S Advisors first reported a position in DFAS in Q2 2023 and has held it in 13 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • L & S Advisors held 16,510 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.36M as of Q2 2026.
  • L & S Advisors bought 186 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $14.4K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.14% of L & S Advisors's portfolio in Q2 2026, its #142 holding.
  • L & S Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2023 and has held it in 13 quarters since.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.