Richards, Merrill & Peterson’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Richards, Merrill & Peterson’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	$364K	Buy	4,425 +1	+0%	+$77	0.12%	147
2026 Q1	$315K	Buy	4,424 +1	+0%	+$73	0.12%	152
2025 Q4	$308K	Buy	+4,423	New	+$305K	0.12%	147
2025 Q2	–	Sell	-409	Closed	-$24.4K	–	265
2025 Q1	$24.4K	Buy	409 +1	+0.2%	+$64	0.01%	325
2024 Q4	$26.6K	Buy	+408	New	+$27.3K	0.01%	307

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 $2.31B AUM 26.52% 1-Year Est. Return

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

Richards, Merrill & Peterson's DFAS Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.02% in Q2 2026, buying an estimated $77 and bringing the position to 4,425 shares worth $364K. The position accounts for 0.12% of the portfolio, ranked #147.

Richards, Merrill & Peterson first reported a position in DFAS in Q4 2024 and has held it in 5 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Richards, Merrill & Peterson held 4,425 shares of U.S. Small Cap Portfolio ETF Class Shares worth $364K as of Q2 2026.
Richards, Merrill & Peterson bought 1 U.S. Small Cap Portfolio ETF Class Shares share in Q2 2026, an estimated $77.
U.S. Small Cap Portfolio ETF Class Shares made up 0.12% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #147 holding.
Richards, Merrill & Peterson first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 5 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.