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

Plante Moran Financial 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	$257K	Hold	3,116	–	–	0.01%	144
2026 Q1	$222K	Buy	3,116 +2,865	+1,141%	+$210K	0.01%	152
2025 Q4	$17.5K	Hold	251	–	–	﹤0.01%	469
2025 Q3	$17.2K	Hold	251	–	–	﹤0.01%	489
2025 Q2	$16K	Hold	251	–	–	﹤0.01%	503
2025 Q1	$15K	Buy	+251	New	+$16.1K	﹤0.01%	517
2023 Q2	–	Sell	-220	Closed	-$11.6K	–	811
2023 Q1	$11.6K	Buy	+220	New	+$11.9K	﹤0.01%	540

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

Plante Moran Financial Advisors's DFAS Position: Q2 2026 in Review

Plante Moran Financial Advisors held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 3,116 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #144.

Plante Moran Financial Advisors first reported a position in DFAS in Q1 2023 and has held it in 7 quarters since. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Plante Moran Financial Advisors held 3,116 shares of U.S. Small Cap Portfolio ETF Class Shares worth $257K as of Q2 2026.
Plante Moran Financial 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 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #144 holding.
Plante Moran Financial Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2023 and has held it in 7 quarters since.
916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.