SGFG
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Silver Grove Financial Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Silver Grove Financial Group’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 		– Sell
-255
Closed -$18.1K – 2454
2026
Q1 		$18.1K Buy
+255
New +$18.7K 0.01% 263

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

Silver Grove Financial Group's DFAS Position: Q2 2026 in Review

Silver Grove Financial Group sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026, closing a stake of 255 shares — an estimated $18.1K sold.

Silver Grove Financial Group first reported a position in DFAS in Q1 2026 and held it in 1 quarter. The position peaked at $18.1K in Q1 2026. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Silver Grove Financial Group reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • Silver Grove Financial Group sold 255 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $18.1K.
  • Silver Grove Financial Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2026 and held it in 1 quarter.
  • Silver Grove Financial Group's U.S. Small Cap Portfolio ETF Class Shares position peaked at $18.1K in Q1 2026.
  • 916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.