Tillman Hartley LLC
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Tillman Hartley LLC’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Tillman Hartley LLC’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 		$28.2M Buy
342,420
+6,256
+2% +$485K 6.33% 4
2026
Q1 		$23.9M Buy
336,164
+7,425
+2% +$545K 6% 4
2025
Q4 		$22.9M Buy
328,739
+5,133
+2% +$354K 5.75% 4
2025
Q3 		$22.2M Sell
323,606
-1,275
-0.4% -$85.1K 5.73% 4
2025
Q2 		$20.7M Sell
324,881
-35,819
-10% -$2.15M 5.85% 3
2025
Q1 		$21.6M Buy
360,700
+5,395
+2% +$347K 6.27% 4
2024
Q4 		$23.1M Sell
355,305
-4,249
-1% -$284K 6.64% 3
2024
Q3 		$23.3M Buy
359,554
+39,648
+12% +$2.48M 6.92% 3
2024
Q2 		$19.2M Buy
319,906
+2,927
+0.9% +$176K 6.57% 3
2024
Q1 		$19.8M Sell
316,979
-4,959
-2% -$293K 6.8% 3
2023
Q4 		$19.2M Buy
321,938
+2,899
+0.9% +$155K 7.13% 3
2023
Q3 		$16.7M Sell
319,039
-5,957
-2% -$328K 6.9% 3
2023
Q2 		$17.8M Buy
324,996
+5,412
+2% +$282K 7.1% 3
2023
Q1 		$16.8M Buy
319,584
+7,711
+2% +$418K 7.16% 3
2022
Q4 		$16M Buy
+311,873
New +$16.1M 6.86% 3

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 $2.98B AUM 13.9% 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

Tillman Hartley LLC's DFAS Position: Q2 2026 in Review

Tillman Hartley LLC increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.9% in Q2 2026, buying an estimated $485K and bringing the position to 342,420 shares worth $28.2M. The position accounts for 6.33% of the portfolio, ranked #4.

Tillman Hartley LLC first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Tillman Hartley LLC held 342,420 shares of U.S. Small Cap Portfolio ETF Class Shares worth $28.2M as of Q2 2026.
  • Tillman Hartley LLC bought 6,256 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $485K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 6.33% of Tillman Hartley LLC's portfolio in Q2 2026, its #4 holding.
  • Tillman Hartley LLC first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Tillman Hartley LLC's 13F filing for Q2 2026, filed 6 Aug 2026.