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

Petersen Hastings Wealth 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	$2.09M	Hold	25,389	–	–	0.18%	28
2026 Q1	$1.81M	Sell	25,389 -591	-2%	-$43.4K	0.17%	26
2025 Q4	$1.81M	Buy	+25,980	New	+$1.79M	0.17%	26

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

Petersen Hastings Wealth Advisors's DFAS Position: Q2 2026 in Review

Petersen Hastings Wealth Advisors held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 25,389 shares worth $2.09M. The position accounts for 0.18% of the portfolio, ranked #28.

Petersen Hastings Wealth Advisors first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Petersen Hastings Wealth Advisors held 25,389 shares of U.S. Small Cap Portfolio ETF Class Shares worth $2.09M as of Q2 2026.
Petersen Hastings Wealth Advisors left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.18% of Petersen Hastings Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Petersen Hastings Wealth 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.
916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Petersen Hastings Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.