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Walsh & Associates’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Walsh & Associates’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 		$49.4K Hold
600
– – 0.04% 120
2026
Q1 		$42.7K Hold
600
– – 0.04% 121
2025
Q4 		$41.8K Buy
+600
New +$41.4K 0.04% 122

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
IFA
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
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
VT
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

Walsh & Associates's DFAS Position: Q2 2026 in Review

Walsh & Associates held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 600 shares worth $49.4K. The position accounts for 0.04% of the portfolio, ranked #120.

Walsh & Associates first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Walsh & Associates held 600 shares of U.S. Small Cap Portfolio ETF Class Shares worth $49.4K as of Q2 2026.
  • Walsh & Associates left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.04% of Walsh & Associates's portfolio in Q2 2026, its #120 holding.
  • Walsh & Associates first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • 916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.