United Advisor Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

United Advisor 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	$1.16M	Buy	+14,138	New	+$1.1M	0.12%	191

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

United Advisor Group's DFAS Position: Q2 2026 in Review

United Advisor Group opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026: 14,138 shares worth $1.16M. The stake represents 0.12% of the portfolio and ranks #191 among its holdings.

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

United Advisor Group held 14,138 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.16M as of Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares was a new United Advisor Group position in Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.12% of United Advisor Group's portfolio in Q2 2026, its #191 holding.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.