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

McGlone Suttner Wealth Management’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 		$18.6M Buy
226,110
+6,903
+3% +$535K 2.18% 11
2026
Q1 		$15.6M Buy
219,207
+9,967
+5% +$731K 2.06% 11
2025
Q4 		$14.6M Buy
209,240
+6,384
+3% +$440K 1.96% 11
2025
Q3 		$13.9M Buy
202,856
+3,218
+2% +$215K 1.94% 11
2025
Q2 		$12.7M Buy
199,638
+5,296
+3% +$317K 1.92% 11
2025
Q1 		$11.6M Buy
194,342
+3,613
+2% +$232K 1.91% 11
2024
Q4 		$12.4M Buy
190,729
+49,688
+35% +$3.32M 2.07% 10
2024
Q3 		$9.15M Sell
141,041
-38,087
-21% -$2.38M 1.9% 10
2024
Q2 		$10.7M Buy
179,128
+6,334
+4% +$381K 2.19% 9
2024
Q1 		$10.8M Sell
172,794
-6,334
-4% -$375K 2.02% 10
2023
Q4 		$10.7M Buy
179,128
+2,644
+1% +$142K 2.11% 9
2023
Q3 		$9.26M Buy
176,484
+9,943
+6% +$548K 2.15% 9
2023
Q2 		$9.13M Buy
166,541
+26,344
+19% +$1.37M 2.08% 10
2023
Q1 		$7.39M Buy
140,197
+45,450
+48% +$2.46M 1.9% 11
2022
Q4 		$4.85M Buy
+94,747
New +$4.88M 1.54% 13

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
IFA
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
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
VT
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

McGlone Suttner Wealth Management's DFAS Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 3.1% in Q2 2026, buying an estimated $535K and bringing the position to 226,110 shares worth $18.6M. The position accounts for 2.18% of the portfolio, ranked #11.

McGlone Suttner Wealth Management first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • McGlone Suttner Wealth Management held 226,110 shares of U.S. Small Cap Portfolio ETF Class Shares worth $18.6M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 6,903 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $535K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 2.18% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #11 holding.
  • McGlone Suttner Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • 916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.