Natixis Advisors’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Natixis Advisors’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	$2.89M	Buy	35,059 +14,707	+72%	+$1.14M	﹤0.01%	1103
2026 Q1	$1.45M	Buy	20,352 +5,717	+39%	+$420K	﹤0.01%	1227
2025 Q4	$1.02M	Buy	+14,635	New	+$1.01M	﹤0.01%	1245

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

Natixis Advisors's DFAS Position: Q2 2026 in Review

Natixis Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 72% in Q2 2026, buying an estimated $1.14M and bringing the position to 35,059 shares worth $2.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Natixis Advisors first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Natixis Advisors held 35,059 shares of U.S. Small Cap Portfolio ETF Class Shares worth $2.89M as of Q2 2026.
Natixis Advisors bought 14,707 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.14M.
U.S. Small Cap Portfolio ETF Class Shares made up ﹤0.01% of Natixis Advisors's portfolio in Q2 2026, its #1103 holding.
Natixis Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.