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

Visionary Wealth Advisors’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	$7.16M	Buy	86,969 +2,045	+2%	+$158K	0.28%	89
2026 Q1	$6.04M	Sell	84,924 -13,917	-14%	-$1.02M	0.27%	101
2025 Q4	$6.89M	Buy	98,841 +1,991	+2%	+$137K	0.31%	84
2025 Q3	$6.63M	Buy	96,850 +91,108	+1,587%	+$6.08M	0.31%	88
2025 Q2	$366K	Buy	5,742 +237	+4%	+$14.2K	0.02%	422
2025 Q1	$329K	Sell	5,505 -622	-10%	-$40K	0.02%	417
2024 Q4	$399K	Buy	6,127 +3	+0%	+$201	0.02%	388
2024 Q3	$397K	Buy	6,124 +1,933	+46%	+$121K	0.02%	382
2024 Q2	$252K	Hold	4,191	–	–	0.02%	443
2024 Q1	$261K	Hold	4,191	–	–	0.02%	421
2023 Q4	$250K	Hold	4,191	–	–	0.02%	426
2023 Q3	$220K	Sell	4,191 -786	-16%	-$43.3K	0.02%	412
2023 Q2	$273K	Hold	4,977	–	–	0.02%	378
2023 Q1	$262K	Hold	4,977	–	–	0.02%	374
2022 Q4	$255K	Buy	+4,977	New	+$256K	0.02%	354

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

Visionary Wealth Advisors's DFAS Position: Q2 2026 in Review

Visionary Wealth Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 2.4% in Q2 2026, buying an estimated $158K and bringing the position to 86,969 shares worth $7.16M. The position accounts for 0.28% of the portfolio, ranked #89.

Visionary Wealth Advisors 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.

Visionary Wealth Advisors held 86,969 shares of U.S. Small Cap Portfolio ETF Class Shares worth $7.16M as of Q2 2026.
Visionary Wealth Advisors bought 2,045 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $158K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.28% of Visionary Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Visionary Wealth Advisors 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 Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.