PrairieView Partners’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

PrairieView Partners’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
2025 Q2	$497K	Hold	7,812	–	–	0.05%	90
2025 Q1	$466K	Sell	7,812 -209	-3%	-$13.4K	0.05%	90
2024 Q4	$522K	Hold	8,021	–	–	0.05%	87
2024 Q3	$520K	Sell	8,021 -1,612	-17%	-$101K	0.05%	87
2024 Q2	$578K	Hold	9,633	–	–	0.06%	83
2024 Q1	$601K	Sell	9,633 -102	-1%	-$6.04K	0.07%	71
2023 Q4	$580K	Sell	9,735 -38	-0.4%	-$2.04K	0.07%	70
2023 Q3	$512K	Sell	9,773 -98	-1%	-$5.4K	0.07%	69
2023 Q2	$540K	Sell	9,871 -90	-0.9%	-$4.7K	0.07%	75
2023 Q1	$524K	Sell	9,961 -63	-0.6%	-$3.41K	0.07%	71
2022 Q4	$512K	Sell	10,024 -304	-3%	-$15.6K	0.08%	70
2022 Q3	$480K	Sell	10,328 -78	-0.7%	-$3.98K	0.08%	70
2022 Q2	$499K	Sell	10,406 -15	-0.1%	-$778	0.08%	70
2022 Q1	$584K	Hold	10,421	–	–	0.08%	68
2021 Q4	$625K	Hold	10,421	–	–	0.09%	59
2021 Q3	$599K	Hold	10,421	–	–	0.09%	54
2021 Q2	$609K	Buy	+10,421	New	+$606K	0.09%	54

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

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

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

PrairieView Partners's DFAS Position: Q2 2025 in Review

PrairieView Partners held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2025 at 7,812 shares worth $497K. The position accounts for 0.05% of the portfolio, ranked #90.

PrairieView Partners first reported a position in DFAS in Q2 2021 and has held it in 17 quarters since. The position peaked at $625K in Q4 2021. 774 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

PrairieView Partners held 7,812 shares of U.S. Small Cap Portfolio ETF Class Shares worth $497K as of Q2 2025.
PrairieView Partners left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q2 2025.
U.S. Small Cap Portfolio ETF Class Shares made up 0.05% of PrairieView Partners's portfolio in Q2 2025, its #90 holding.
PrairieView Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 17 quarters since.
PrairieView Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $625K in Q4 2021.
774 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.