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SC&H Financial Advisors’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

SC&H Financial Advisors’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 		$5.06M Buy
61,513
+4,006
+7% +$310K 0.67% 23
2026
Q1 		$4.09M Buy
57,507
+579
+1% +$42.5K 0.62% 24
2025
Q4 		$3.97M Buy
56,928
+1,211
+2% +$83.5K 0.61% 25
2025
Q3 		$3.81M Sell
55,717
-756
-1% -$50.5K 0.62% 25
2025
Q2 		$3.6M Sell
56,473
-806
-1% -$48.3K 0.61% 24
2025
Q1 		$3.42M Buy
57,279
+1,731
+3% +$111K 0.67% 24
2024
Q4 		$3.62M Buy
55,548
+3,835
+7% +$256K 0.75% 24
2024
Q3 		$3.35M Buy
51,713
+2,334
+5% +$146K 0.73% 23
2024
Q2 		$2.97M Buy
49,379
+569
+1% +$34.2K 0.73% 21
2024
Q1 		$3.04M Buy
48,810
+1,081
+2% +$64K 0.79% 21
2023
Q4 		$2.85M Sell
47,729
-2,649
-5% -$142K 0.82% 21
2023
Q3 		$2.64M Buy
50,378
+3,100
+7% +$171K 0.88% 20
2023
Q2 		$2.59M Buy
47,278
+1,532
+3% +$79.9K 0.86% 21
2023
Q1 		$2.41M Buy
45,746
+6,125
+15% +$332K 0.88% 20
2022
Q4 		$2.03M Buy
39,621
+3,926
+11% +$202K 0.84% 23
2022
Q3 		$1.66M Sell
35,695
-17,411
-33% -$889K 0.83% 26
2022
Q2 		$2.55M Buy
53,106
+1,778
+3% +$92.2K 1.19% 19
2022
Q1 		$2.88M Buy
51,328
+4,754
+10% +$268K 1.37% 18
2021
Q4 		$2.79M Buy
+46,574
New +$2.81M 1.54% 15

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SC&H Financial Advisors's DFAS Position: Q2 2026 in Review

SC&H Financial Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 7% in Q2 2026, buying an estimated $310K and bringing the position to 61,513 shares worth $5.06M. The position accounts for 0.67% of the portfolio, ranked #23.

SC&H Financial Advisors first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • SC&H Financial Advisors held 61,513 shares of U.S. Small Cap Portfolio ETF Class Shares worth $5.06M as of Q2 2026.
  • SC&H Financial Advisors bought 4,006 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $310K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.67% of SC&H Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • SC&H Financial Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and has held it in 19 quarters since.
  • 916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.