Legacy Advisors
DFAS icon

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

Legacy 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 		$427K Buy
5,182
+44
+0.9% +$3.41K 0.04% 201
2026
Q1 		$365K Hold
5,138
– – 0.04% 190
2025
Q4 		$358K Buy
+5,138
New +$354K 0.04% 204

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

Legacy Advisors's DFAS Position: Q2 2026 in Review

Legacy Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.86% in Q2 2026, buying an estimated $3.41K and bringing the position to 5,182 shares worth $427K. The position accounts for 0.04% of the portfolio, ranked #201.

Legacy Advisors first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Legacy Advisors held 5,182 shares of U.S. Small Cap Portfolio ETF Class Shares worth $427K as of Q2 2026.
  • Legacy Advisors bought 44 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.41K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.04% of Legacy Advisors's portfolio in Q2 2026, its #201 holding.
  • Legacy Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.