Wealthfront Advisers’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Wealthfront Advisers’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	–	Sell	-2,833	Closed	-$202K	–	1124
2026 Q1	$202K	Sell	2,833 -433	-13%	-$31.8K	﹤0.01%	1026
2025 Q4	$228K	Buy	3,266 +41	+1%	+$2.83K	﹤0.01%	986
2025 Q3	$221K	Buy	+3,225	New	+$215K	﹤0.01%	959
2023 Q4	–	Sell	-11,695	Closed	-$614K	–	865
2023 Q3	$614K	Sell	11,695 -295	-2%	-$16.3K	﹤0.01%	655
2023 Q2	$657K	Sell	11,990 -3,730	-24%	-$195K	﹤0.01%	632
2023 Q1	$828K	Buy	15,720 +3,946	+34%	+$214K	﹤0.01%	566
2022 Q4	$602K	Buy	11,774 +1,819	+18%	+$93.6K	﹤0.01%	602
2022 Q3	$463K	Buy	9,955 +1,951	+24%	+$99.7K	﹤0.01%	612
2022 Q2	$384K	Buy	+8,004	New	+$415K	﹤0.01%	637
2022 Q1	–	Sell	-5,954	Closed	-$357K	–	782
2021 Q4	$357K	Buy	+5,954	New	+$360K	﹤0.01%	648

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

RFP

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

Wealthfront Advisers's DFAS Position: Q2 2026 in Review

Wealthfront Advisers sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026, closing a stake of 2,833 shares — an estimated $202K sold.

Wealthfront Advisers first reported a position in DFAS in Q4 2021 and held it in 10 quarters. The position peaked at $828K in Q1 2023. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Wealthfront Advisers reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
Wealthfront Advisers sold 2,833 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $202K.
Wealthfront Advisers first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and held it in 10 quarters.
Wealthfront Advisers's U.S. Small Cap Portfolio ETF Class Shares position peaked at $828K in Q1 2023.
916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.