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

Sequoia 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	$34.6M	Sell	420,312 -9,522	-2%	-$738K	0.17%	93
2026 Q1	$30.6M	Sell	429,834 -23,002	-5%	-$1.69M	0.17%	97
2025 Q4	$31.5M	Sell	452,836 -2,905	-0.6%	-$200K	0.18%	99
2025 Q3	$31.2M	Sell	455,741 -2,770	-0.6%	-$185K	0.19%	96
2025 Q2	$29.2M	Sell	458,511 -16,931	-4%	-$1.01M	0.2%	96
2025 Q1	$28.4M	Sell	475,442 -3,568	-0.7%	-$229K	0.22%	96
2024 Q4	$31.2M	Sell	479,010 -8,716	-2%	-$583K	0.3%	79
2024 Q3	$31.6M	Buy	487,726 +11,272	+2%	+$706K	0.34%	71
2024 Q2	$28.6M	Buy	476,454 +9,756	+2%	+$587K	0.34%	68
2024 Q1	$29.1M	Buy	466,698 +4,844	+1%	+$287K	0.36%	65
2023 Q4	$27.5M	Buy	461,854 +25,717	+6%	+$1.38M	0.34%	65
2023 Q3	$22.9M	Sell	436,137 -2,088	-0.5%	-$115K	0.4%	53
2023 Q2	$24M	Buy	438,225 +2,125	+0.5%	+$111K	0.41%	48
2023 Q1	$23M	Buy	436,100 +90,128	+26%	+$4.88M	0.51%	36
2022 Q4	$17.7M	Buy	345,972 +10,484	+3%	+$540K	0.43%	41
2022 Q3	$15.6M	Sell	335,488 -5,921	-2%	-$302K	0.49%	38
2022 Q2	$16.4M	Sell	341,409 -732	-0.2%	-$38K	0.46%	35
2022 Q1	$19.2M	Buy	342,141 +10,533	+3%	+$593K	0.48%	36
2021 Q4	$19.9M	Buy	+331,608	New	+$20M	0.54%	31

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

Sequoia Financial Advisors's DFAS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 2.2% in Q2 2026, selling an estimated $738K and leaving 420,312 shares worth $34.6M. The position accounts for 0.17% of the portfolio, ranked #93.

Sequoia Financial Advisors first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Sequoia Financial Advisors held 420,312 shares of U.S. Small Cap Portfolio ETF Class Shares worth $34.6M as of Q2 2026.
Sequoia Financial Advisors sold 9,522 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $738K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.17% of Sequoia Financial Advisors's portfolio in Q2 2026, its #93 holding.
Sequoia 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.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.