Sound View Wealth Advisors Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Sound View Wealth Advisors 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	$264K	Buy	3,204 +19	+0.6%	+$1.47K	0.02%	384
2026 Q1	$227K	Buy	3,185 +54	+2%	+$3.96K	0.02%	391
2025 Q4	$218K	Buy	3,131 +4	+0.1%	+$276	0.01%	396
2025 Q3	$214K	Buy	+3,127	New	+$209K	0.01%	408
2025 Q1	–	Sell	-3,112	Closed	-$203K	–	416
2024 Q4	$203K	Hold	3,112	–	–	0.02%	402
2024 Q3	$202K	Buy	+3,112	New	+$195K	0.02%	399

Other funds holding DFAS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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 $2.37B AUM 16.24% 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 $2.49B AUM 17.07% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sound View Wealth Advisors Group's DFAS Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.6% in Q2 2026, buying an estimated $1.47K and bringing the position to 3,204 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #384.

Sound View Wealth Advisors Group first reported a position in DFAS in Q3 2024 and has held it in 6 quarters since. 919 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Sound View Wealth Advisors Group held 3,204 shares of U.S. Small Cap Portfolio ETF Class Shares worth $264K as of Q2 2026.
Sound View Wealth Advisors Group bought 19 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.47K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #384 holding.
Sound View Wealth Advisors Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2024 and has held it in 6 quarters since.
919 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.