Oarsman Capital’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Oarsman Capital’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	$1.78M	Sell	21,580 -2,897	-12%	-$224K	0.19%	76
2026 Q1	$1.74M	Sell	24,477 -1,292	-5%	-$94.8K	0.22%	76
2025 Q4	$1.8M	Sell	25,769 -3,191	-11%	-$220K	0.23%	74
2025 Q3	$1.98M	Sell	28,960 -3,127	-10%	-$209K	0.28%	63
2025 Q2	$2.04M	Sell	32,087 -49,198	-61%	-$2.95M	0.32%	59
2025 Q1	$4.86M	Buy	81,285 +81,168	+69,374%	+$5.22M	0.87%	21
2024 Q4	$7.61K	Hold	117	–	–	﹤0.01%	722
2024 Q3	$7.59K	Buy	+117	New	+$7.32K	﹤0.01%	740

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

IFA

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

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

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

Oarsman Capital's DFAS Position: Q2 2026 in Review

Oarsman Capital reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 12% in Q2 2026, selling an estimated $224K and leaving 21,580 shares worth $1.78M. The position accounts for 0.19% of the portfolio, ranked #76.

Oarsman Capital first reported a position in DFAS in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.86M in Q1 2025. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Oarsman Capital held 21,580 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.78M as of Q2 2026.
Oarsman Capital sold 2,897 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $224K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.19% of Oarsman Capital's portfolio in Q2 2026, its #76 holding.
Oarsman Capital first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
Oarsman Capital's U.S. Small Cap Portfolio ETF Class Shares position peaked at $4.86M in Q1 2025.
916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.