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

PlanWiser Financial’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	$3.92M	Buy	47,652 +39,012	+452%	+$3.02M	2.73%	9
2026 Q1	$650K	Sell	8,640 -40	-0.5%	-$2.94K	0.47%	37
2025 Q4	$654K	Buy	8,680 +344	+4%	+$23.7K	0.49%	36
2025 Q3	$566K	Buy	8,336 +46	+0.6%	+$3.07K	0.45%	38
2025 Q2	$547K	Sell	8,290 -148	-2%	-$8.87K	0.47%	34
2025 Q1	$499K	Buy	+8,438	New	+$543K	0.45%	37

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 $2.49B AUM 17.07% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PlanWiser Financial's DFAS Position: Q2 2026 in Review

PlanWiser Financial increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 452% in Q2 2026, buying an estimated $3.02M and bringing the position to 47,652 shares worth $3.92M. The position accounts for 2.73% of the portfolio, ranked #9.

PlanWiser Financial first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. 918 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

PlanWiser Financial held 47,652 shares of U.S. Small Cap Portfolio ETF Class Shares worth $3.92M as of Q2 2026.
PlanWiser Financial bought 39,012 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.02M.
U.S. Small Cap Portfolio ETF Class Shares made up 2.73% of PlanWiser Financial's portfolio in Q2 2026, its #9 holding.
PlanWiser Financial first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2025 and has held it in 6 quarters since.
918 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.