Measured Wealth Private Client Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Measured Wealth Private Client Group’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	$720K	Sell	8,743 -183	-2%	-$14.2K	0.17%	88
2026 Q1	$635K	Sell	8,926 -495	-5%	-$36.3K	0.17%	87
2025 Q4	$656K	Sell	9,421 -89	-0.9%	-$6.14K	0.17%	78
2025 Q3	$651K	Hold	9,510	–	–	0.18%	77
2025 Q2	$606K	Sell	9,510 -295	-3%	-$17.7K	0.18%	82
2025 Q1	$586K	Sell	9,805 -90	-0.9%	-$5.79K	0.19%	75
2024 Q4	$644K	Sell	9,895 -380	-4%	-$25.4K	0.21%	64
2024 Q3	$666K	Sell	10,275 -33	-0.3%	-$2.06K	0.22%	61
2024 Q2	$619K	Sell	10,308 -1,743	-14%	-$105K	0.22%	71
2024 Q1	$751K	Sell	12,051 -488	-4%	-$28.9K	0.26%	65
2023 Q4	$748K	Hold	12,539	–	–	0.28%	59
2023 Q3	$658K	Sell	12,539 -90	-0.7%	-$4.96K	0.26%	63
2023 Q2	$692K	Sell	12,629 -154	-1%	-$8.03K	0.26%	56
2023 Q1	$674K	Buy	12,783 +138	+1%	+$7.47K	0.26%	53
2022 Q4	$647K	Buy	12,645 +82	+0.7%	+$4.22K	0.27%	53
2022 Q3	$584K	Hold	12,563	–	–	0.26%	54
2022 Q2	$603K	Buy	+12,563	New	+$651K	0.27%	56
2022 Q1	–	Sell	-13,663	Closed	-$820K	–	179
2021 Q4	$820K	Hold	13,663	–	–	0.29%	48
2021 Q3	$786K	Sell	13,663 -229	-2%	-$13.2K	0.3%	52
2021 Q2	$811K	Buy	+13,892	New	+$808K	0.26%	61

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

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

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

Measured Wealth Private Client Group's DFAS Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 2.1% in Q2 2026, selling an estimated $14.2K and leaving 8,743 shares worth $720K. The position accounts for 0.17% of the portfolio, ranked #88.

Measured Wealth Private Client Group first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $820K in Q4 2021. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Measured Wealth Private Client Group held 8,743 shares of U.S. Small Cap Portfolio ETF Class Shares worth $720K as of Q2 2026.
Measured Wealth Private Client Group sold 183 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $14.2K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.17% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #88 holding.
Measured Wealth Private Client Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 20 quarters since.
Measured Wealth Private Client Group's U.S. Small Cap Portfolio ETF Class Shares position peaked at $820K in Q4 2021.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.