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

Marble Wealth’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	$221K	Buy	+2,681	New	+$208K	0.03%	222

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

Marble Wealth's DFAS Position: Q2 2026 in Review

Marble Wealth opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026: 2,681 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #222 among its holdings.

916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Marble Wealth held 2,681 shares of U.S. Small Cap Portfolio ETF Class Shares worth $221K as of Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares was a new Marble Wealth position in Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.03% of Marble Wealth's portfolio in Q2 2026, its #222 holding.
916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.