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

VSM Wealth Advisory’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	$1.68M	Buy	20,377 +35	+0.2%	+$2.71K	0.45%	30
2026 Q1	$1.45M	Sell	20,342 -2,956	-13%	-$217K	0.43%	32
2025 Q4	$1.62M	Buy	23,298 +2,677	+13%	+$185K	0.49%	30
2025 Q3	$1.41M	Buy	20,621 +172	+0.8%	+$11.5K	0.44%	28
2025 Q2	$1.3M	Sell	20,449 -443	-2%	-$26.6K	0.43%	31
2025 Q1	$1.25M	Sell	20,892 -935	-4%	-$60.1K	0.45%	31
2024 Q4	$1.42M	Buy	+21,827	New	+$1.46M	0.51%	30

Other funds holding DFAS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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 $2.37B AUM 16.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

VSM Wealth Advisory's DFAS Position: Q2 2026 in Review

VSM Wealth Advisory increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.17% in Q2 2026, buying an estimated $2.71K and bringing the position to 20,377 shares worth $1.68M. The position accounts for 0.45% of the portfolio, ranked #30.

VSM Wealth Advisory first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 921 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

VSM Wealth Advisory held 20,377 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.68M as of Q2 2026.
VSM Wealth Advisory bought 35 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.71K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.45% of VSM Wealth Advisory's portfolio in Q2 2026, its #30 holding.
VSM Wealth Advisory first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
921 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.