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

SIMA Wealth Partners’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	$1.27M	Buy	15,390 +862	+6%	+$66.8K	0.9%	18
2026 Q1	$1.03M	Buy	14,528 +511	+4%	+$37.5K	0.79%	21
2025 Q4	$977K	Buy	14,017 +5,524	+65%	+$381K	0.74%	21
2025 Q3	$581K	Buy	8,493 +796	+10%	+$53.1K	0.44%	26
2025 Q2	$490K	Sell	7,697 -164	-2%	-$9.83K	0.4%	29
2025 Q1	$470K	Buy	7,861 +269	+4%	+$17.3K	0.39%	29
2024 Q4	$494K	Sell	7,592 -1,170	-13%	-$78.3K	0.42%	27
2024 Q3	$568K	Sell	8,762 -1,642	-16%	-$103K	0.49%	27
2024 Q2	$625K	Buy	+10,404	New	+$626K	0.6%	25

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

IFA

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

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

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

SIMA Wealth Partners's DFAS Position: Q2 2026 in Review

SIMA Wealth Partners increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 5.9% in Q2 2026, buying an estimated $66.8K and bringing the position to 15,390 shares worth $1.27M. The position accounts for 0.9% of the portfolio, ranked #18.

SIMA Wealth Partners first reported a position in DFAS in Q2 2024 and has held it in 9 quarters since. 915 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

SIMA Wealth Partners held 15,390 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.27M as of Q2 2026.
SIMA Wealth Partners bought 862 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $66.8K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.9% of SIMA Wealth Partners's portfolio in Q2 2026, its #18 holding.
SIMA Wealth Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2024 and has held it in 9 quarters since.
915 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.