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

Meridian Wealth Partners’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	$5.82M	Buy	70,708 +718	+1%	+$55.6K	0.7%	23
2026 Q1	$4.98M	Buy	69,990 +4,287	+7%	+$315K	0.68%	22
2025 Q4	$4.58M	Buy	65,703 +10,142	+18%	+$699K	0.63%	23
2025 Q3	$3.8M	Buy	55,561 +7,676	+16%	+$512K	0.52%	25
2025 Q2	$3.05M	Buy	47,885 +3,999	+9%	+$240K	0.44%	27
2025 Q1	$2.62M	Buy	43,886 +6,985	+19%	+$449K	0.42%	26
2024 Q4	$2.4M	Buy	36,901 +2,829	+8%	+$189K	0.36%	29
2024 Q3	$2.21M	Buy	+34,072	New	+$2.13M	0.34%	29

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

Meridian Wealth Partners's DFAS Position: Q2 2026 in Review

Meridian Wealth Partners increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1% in Q2 2026, buying an estimated $55.6K and bringing the position to 70,708 shares worth $5.82M. The position accounts for 0.7% of the portfolio, ranked #23.

Meridian Wealth Partners first reported a position in DFAS in Q3 2024 and has held it in 8 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Meridian Wealth Partners held 70,708 shares of U.S. Small Cap Portfolio ETF Class Shares worth $5.82M as of Q2 2026.
Meridian Wealth Partners bought 718 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $55.6K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.7% of Meridian Wealth Partners's portfolio in Q2 2026, its #23 holding.
Meridian Wealth Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.