Stolz & Associates’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Stolz & Associates’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	$218K	Buy	+2,647	New	+$205K	0.14%	30

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

Stolz & Associates's DFAS Position: Q2 2026 in Review

Stolz & Associates opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026: 2,647 shares worth $218K. The stake represents 0.14% of the portfolio and ranks #30 among its holdings.

916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Stolz & Associates held 2,647 shares of U.S. Small Cap Portfolio ETF Class Shares worth $218K as of Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares was a new Stolz & Associates position in Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.14% of Stolz & Associates's portfolio in Q2 2026, its #30 holding.
916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.