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

Spire 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	$11.7M	Buy	141,576 +3,282	+2%	+$254K	0.35%	65
2026 Q1	$9.8M	Buy	138,294 +2,465	+2%	+$181K	0.34%	63
2025 Q4	$9.46M	Buy	135,829 +3,773	+3%	+$260K	0.32%	64
2025 Q3	$9.04M	Sell	132,056 -1,061	-0.8%	-$70.8K	0.31%	72
2025 Q2	$8.48M	Sell	133,117 -999	-0.7%	-$59.9K	0.3%	66
2025 Q1	$8.01M	Buy	134,116 +3,799	+3%	+$244K	0.26%	85
2024 Q4	$8.48M	Buy	130,317 +1,353	+1%	+$90.5K	0.26%	84
2024 Q3	$8.36M	Sell	128,964 -1,905	-1%	-$119K	0.28%	80
2024 Q2	$7.86M	Sell	130,869 -1,646	-1%	-$99.1K	0.28%	80
2024 Q1	$8.26M	Buy	132,515 +1,788	+1%	+$106K	0.15%	105
2023 Q4	$7.54M	Sell	130,727 -1,625	-1%	-$87.1K	0.25%	83
2023 Q3	$6.95M	Buy	132,352 +351	+0.3%	+$19.3K	0.26%	76
2023 Q2	$7.23M	Sell	132,001 -337	-0.3%	-$17.6K	0.27%	76
2023 Q1	$6.97M	Buy	132,338 +19,703	+17%	+$1.07M	0.27%	84
2022 Q4	$5.76M	Buy	112,635 +11,968	+12%	+$616K	0.32%	72
2022 Q3	$4.68M	Sell	100,667 -34,801	-26%	-$1.78M	0.28%	83
2022 Q2	$6.5M	Buy	+135,468	New	+$7.02M	0.27%	98

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 $2.57B 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

Spire Wealth Management's DFAS Position: Q2 2026 in Review

Spire Wealth Management increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 2.4% in Q2 2026, buying an estimated $254K and bringing the position to 141,576 shares worth $11.7M. The position accounts for 0.35% of the portfolio, ranked #65.

Spire Wealth Management first reported a position in DFAS in Q2 2022 and has held it in 17 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Spire Wealth Management held 141,576 shares of U.S. Small Cap Portfolio ETF Class Shares worth $11.7M as of Q2 2026.
Spire Wealth Management bought 3,282 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $254K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.35% of Spire Wealth Management's portfolio in Q2 2026, its #65 holding.
Spire Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2022 and has held it in 17 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.