SHP Wealth Management
DFAS icon

SHP Wealth Management’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

SHP Wealth Management’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 		$23.9K Hold
290
– – ﹤0.01% 741
2026
Q1 		$20.6K Hold
290
– – ﹤0.01% 716
2025
Q4 		$20.2K Buy
+290
New +$20K ﹤0.01% 684

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Northern Trust
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Index Fund Advisors
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
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
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

SHP Wealth Management's DFAS Position: Q2 2026 in Review

SHP Wealth Management held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 290 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

SHP Wealth Management first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • SHP Wealth Management held 290 shares of U.S. Small Cap Portfolio ETF Class Shares worth $23.9K as of Q2 2026.
  • SHP Wealth Management left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • U.S. Small Cap Portfolio ETF Class Shares made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #741 holding.
  • SHP Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.