LVZ Inc
DFAS icon

LVZ Inc’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

LVZ Inc’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
Q3 		$2.29M Buy
29,564
+1,958
+7% +$159K 0.23% 30
2026
Q2 		$2.27M Buy
27,606
+1,495
+6% +$116K 0.23% 33
2026
Q1 		$1.86M Buy
26,111
+2,047
+9% +$150K 0.21% 33
2025
Q4 		$1.68M Buy
24,064
+3,105
+15% +$214K 0.19% 41
2025
Q3 		$1.43M Sell
20,959
-5,259
-20% -$351K 0.16% 41
2025
Q2 		$1.67M Buy
26,218
+1,362
+5% +$81.6K 0.2% 42
2025
Q1 		$1.49M Sell
24,856
-16,775
-40% -$1.08M 0.19% 38
2024
Q4 		$2.71M Buy
41,631
+5,177
+14% +$346K 0.35% 24
2024
Q3 		$2.36M Buy
36,454
+2,020
+6% +$126K 0.3% 26
2024
Q2 		$2.07M Buy
34,434
+463
+1% +$27.9K 0.28% 31
2024
Q1 		$2.12M Sell
33,971
-4,028
-11% -$238K 0.29% 33
2023
Q4 		$2.27M Buy
37,999
+1,427
+4% +$76.5K 0.32% 28
2023
Q3 		$1.92M Buy
36,572
+554
+2% +$30.5K 0.31% 27
2023
Q2 		$1.97M Buy
36,018
+4,795
+15% +$250K 0.28% 38
2023
Q1 		$1.65M Buy
31,223
+1,295
+4% +$70.1K 0.24% 38
2022
Q4 		$1.53M Buy
29,928
+4,706
+19% +$242K 0.24% 32
2022
Q3 		$1.17M Buy
25,222
+2,541
+11% +$130K 0.2% 31
2022
Q2 		$1.09M Buy
+22,681
New +$1.18M 0.18% 31

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

LVZ Inc's DFAS Position: Q3 2026 in Review

LVZ Inc increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 7.1% in Q3 2026, buying an estimated $159K and bringing the position to 29,564 shares worth $2.29M. The position accounts for 0.23% of the portfolio, ranked #30.

LVZ Inc first reported a position in DFAS in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.71M in Q4 2024. 553 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • LVZ Inc held 29,564 shares of U.S. Small Cap Portfolio ETF Class Shares worth $2.29M as of Q3 2026.
  • LVZ Inc bought 1,958 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $159K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.23% of LVZ Inc's portfolio in Q3 2026, its #30 holding.
  • LVZ Inc first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2022 and has held it in 18 quarters since.
  • LVZ Inc's U.S. Small Cap Portfolio ETF Class Shares position peaked at $2.71M in Q4 2024.
  • 553 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.