Nalls Sherbakoff Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Nalls Sherbakoff 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	$153K	Buy	1,855 +989	+114%	+$76.6K	0.11%	109
2026 Q1	$61.6K	Sell	866 -92	-10%	-$6.75K	0.05%	172
2025 Q4	$66.7K	Hold	958	–	–	0.05%	176
2025 Q3	$65.6K	Buy	958 +51	+6%	+$3.4K	0.04%	184
2025 Q2	$57.8K	Hold	907	–	–	0.04%	187
2025 Q1	$54.2K	Buy	+907	New	+$58.3K	0.04%	178
2023 Q4	$55.3K	Buy	928 +411	+79%	+$22K	0.05%	156
2023 Q3	$27.1K	Sell	517 -41	-7%	-$2.26K	0.03%	201
2023 Q2	$28.1K	Hold	558	–	–	0.03%	200
2023 Q1	$28.9K	Buy	+558	New	+$30.2K	0.03%	205

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

Nalls Sherbakoff Group's DFAS Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 114% in Q2 2026, buying an estimated $76.6K and bringing the position to 1,855 shares worth $153K. The position accounts for 0.11% of the portfolio, ranked #109.

Nalls Sherbakoff Group first reported a position in DFAS in Q1 2023 and has held it in 10 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Nalls Sherbakoff Group held 1,855 shares of U.S. Small Cap Portfolio ETF Class Shares worth $153K as of Q2 2026.
Nalls Sherbakoff Group bought 989 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $76.6K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.11% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #109 holding.
Nalls Sherbakoff Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2023 and has held it in 10 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.