Vise Technologies’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Vise Technologies’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	$184M	Buy	2,237,685 +979,958	+78%	+$75.9M	2.09%	4
2026 Q1	$87.6M	Hold	1,257,727	–	–	1.72%	9
2025 Q4	$87.6M	Buy	1,257,727 +860,746	+217%	+$59.3M	1.72%	9
2025 Q3	$27.2M	Buy	396,981 +391,081	+6,628%	+$26.1M	1.01%	15
2025 Q2	$376K	Buy	+5,900	New	+$354K	0.02%	749

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Vise Technologies's DFAS Position: Q2 2026 in Review

Vise Technologies increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 78% in Q2 2026, buying an estimated $75.9M and bringing the position to 2,237,685 shares worth $184M. The position accounts for 2.09% of the portfolio, ranked #4.

Vise Technologies first reported a position in DFAS in Q2 2025 and has held it in 5 quarters since. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Vise Technologies held 2,237,685 shares of U.S. Small Cap Portfolio ETF Class Shares worth $184M as of Q2 2026.
Vise Technologies bought 979,958 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $75.9M.
U.S. Small Cap Portfolio ETF Class Shares made up 2.09% of Vise Technologies's portfolio in Q2 2026, its #4 holding.
Vise Technologies first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.