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

Rehmann Capital Advisory Group’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	$10.5M	Buy	127,129 +95,440	+301%	+$7.39M	0.48%	37
2026 Q1	$2.25M	Sell	31,689 -1,971	-6%	-$145K	0.12%	131
2025 Q4	$2.35M	Sell	33,660 -725	-2%	-$50K	0.12%	126
2025 Q3	$2.35M	Buy	34,385 +37	+0.1%	+$2.47K	0.13%	118
2025 Q2	$2.19M	Sell	34,348 -144	-0.4%	-$8.63K	0.13%	117
2025 Q1	$2.06M	Buy	34,492 +2,855	+9%	+$184K	0.13%	125
2024 Q4	$2.06M	Buy	31,637 +1,671	+6%	+$112K	0.13%	123
2024 Q3	$1.99M	Sell	29,966 -497	-2%	-$31.1K	0.13%	125
2024 Q2	$1.83M	Buy	30,463 +1,606	+6%	+$96.7K	0.13%	126
2024 Q1	$1.8M	Buy	28,857 +3,593	+14%	+$213K	0.13%	127
2023 Q4	$1.51M	Buy	25,264 +2,127	+9%	+$114K	0.12%	135
2023 Q3	$1.21M	Buy	23,137 +234	+1%	+$12.9K	0.11%	139
2023 Q2	$1.26M	Buy	22,903 +2,336	+11%	+$122K	0.11%	150
2023 Q1	$1.08M	Buy	20,567 +221	+1%	+$12K	0.1%	170
2022 Q4	$1.04M	Buy	20,346 +6,009	+42%	+$309K	0.11%	171
2022 Q3	$667K	Sell	14,337 -1,001	-7%	-$51.1K	0.07%	232
2022 Q2	$736K	Buy	15,338 +340	+2%	+$17.6K	0.08%	213
2022 Q1	$841K	Buy	14,998 +2,489	+20%	+$140K	0.08%	221
2021 Q4	$750K	Buy	12,509 +2,159	+21%	+$130K	0.07%	242
2021 Q3	$595K	Buy	10,350 +1,860	+22%	+$107K	0.06%	285
2021 Q2	$496K	Buy	+8,490	New	+$494K	0.05%	309

Other funds holding DFAS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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 $2.37B AUM 16.24% 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

Rehmann Capital Advisory Group's DFAS Position: Q2 2026 in Review

Rehmann Capital Advisory Group increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 301% in Q2 2026, buying an estimated $7.39M and bringing the position to 127,129 shares worth $10.5M. The position accounts for 0.48% of the portfolio, ranked #37.

Rehmann Capital Advisory Group first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 919 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Rehmann Capital Advisory Group held 127,129 shares of U.S. Small Cap Portfolio ETF Class Shares worth $10.5M as of Q2 2026.
Rehmann Capital Advisory Group bought 95,440 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $7.39M.
U.S. Small Cap Portfolio ETF Class Shares made up 0.48% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #37 holding.
Rehmann Capital Advisory Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
919 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.