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

Smith & Howard 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 		– Sell
-3,903
Closed -$278K – 102
2026
Q1 		$278K Buy
+3,903
New +$286K 0.06% 70

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Bank of America
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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

Smith & Howard Wealth Management's DFAS Position: Q2 2026 in Review

Smith & Howard Wealth Management sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026, closing a stake of 3,903 shares — an estimated $278K sold.

Smith & Howard Wealth Management first reported a position in DFAS in Q1 2026 and held it in 1 quarter. The position peaked at $278K in Q1 2026. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Smith & Howard Wealth Management reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 3,903 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $278K.
  • Smith & Howard Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2026 and held it in 1 quarter.
  • Smith & Howard Wealth Management's U.S. Small Cap Portfolio ETF Class Shares position peaked at $278K in Q1 2026.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.