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

Snowden Capital 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	$246K	Buy	2,992 +6	+0.2%	+$465	0.01%	1178
2026 Q1	$212K	Sell	2,986 -883	-23%	-$64.8K	0.01%	1195
2025 Q4	$270K	Sell	3,869 -1,552	-29%	-$107K	0.01%	1088
2025 Q3	$371K	Sell	5,421 -8	-0.1%	-$534	0.01%	933
2025 Q2	$346K	Sell	5,429 -1,028	-16%	-$61.6K	0.01%	936
2025 Q1	$386K	Sell	6,457 -51	-0.8%	-$3.28K	0.01%	866
2024 Q4	$424K	Buy	6,508 +17	+0.3%	+$1.14K	0.01%	837
2024 Q3	$421K	Buy	+6,491	New	+$406K	0.01%	850

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 $2.98B AUM 13.9% 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

Snowden Capital Advisors's DFAS Position: Q2 2026 in Review

Snowden Capital Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.2% in Q2 2026, buying an estimated $465 and bringing the position to 2,992 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #1178.

Snowden Capital Advisors first reported a position in DFAS in Q3 2024 and has held it in 8 quarters since. The position peaked at $424K in Q4 2024. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Snowden Capital Advisors held 2,992 shares of U.S. Small Cap Portfolio ETF Class Shares worth $246K as of Q2 2026.
Snowden Capital Advisors bought 6 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $465.
U.S. Small Cap Portfolio ETF Class Shares made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1178 holding.
Snowden Capital Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
Snowden Capital Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $424K in Q4 2024.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.