Savvy Advisors Inc’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Savvy Advisors Inc’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	$5.46M	Buy	66,348 +1,172	+2%	+$90.8K	0.12%	147
2026 Q1	$4.64M	Buy	65,176 +11,349	+21%	+$833K	0.12%	132
2025 Q4	$3.75M	Buy	53,827 +15,851	+42%	+$1.09M	0.12%	126
2025 Q3	$2.6M	Buy	37,976 +1,948	+5%	+$130K	0.12%	124
2025 Q2	$2.3M	Buy	36,028 +18,296	+103%	+$1.1M	0.15%	101
2025 Q1	$1.06M	Buy	+17,732	New	+$1.14M	0.11%	156

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

Savvy Advisors Inc's DFAS Position: Q2 2026 in Review

Savvy Advisors Inc increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.8% in Q2 2026, buying an estimated $90.8K and bringing the position to 66,348 shares worth $5.46M. The position accounts for 0.12% of the portfolio, ranked #147.

Savvy Advisors Inc first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Savvy Advisors Inc held 66,348 shares of U.S. Small Cap Portfolio ETF Class Shares worth $5.46M as of Q2 2026.
Savvy Advisors Inc bought 1,172 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $90.8K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.12% of Savvy Advisors Inc's portfolio in Q2 2026, its #147 holding.
Savvy Advisors Inc first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2025 and has held it in 6 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.