Your Advocates Ltd’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Your Advocates Ltd’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	$28.6M	Buy	347,763 +955	+0.3%	+$74K	8.18%	4
2026 Q1	$24.7M	Buy	346,808 +17,018	+5%	+$1.25M	7.52%	5
2025 Q4	$23M	Buy	329,790 +3,494	+1%	+$241K	7.5%	4
2025 Q3	$22.3M	Buy	326,296 +5,867	+2%	+$392K	7.49%	4
2025 Q2	$20.4M	Buy	320,429 +19,820	+7%	+$1.19M	7.34%	5
2025 Q1	$18M	Buy	300,609 +19,434	+7%	+$1.25M	6.89%	6
2024 Q4	$18.3M	Buy	281,175 +9,429	+3%	+$631K	7.27%	6
2024 Q3	$17.6M	Buy	271,746 +7,676	+3%	+$480K	6.93%	6
2024 Q2	$15.9M	Buy	264,070 +123,859	+88%	+$7.45M	6.66%	7
2024 Q1	$8.74M	Sell	140,211 -12,097	-8%	-$716K	3.69%	10
2023 Q4	$9.08M	Buy	152,308 +5,126	+3%	+$275K	3.65%	10
2023 Q3	$7.73M	Buy	147,182 +4,474	+3%	+$246K	4.61%	9
2023 Q2	$7.82M	Buy	142,708 +9,102	+7%	+$475K	4.01%	11
2023 Q1	$7.04M	Buy	133,606 +133,492	+117,098%	+$7.23M	3.86%	10
2022 Q4	$5.83K	Buy	+114	New	+$5.87K	﹤0.01%	109

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

Your Advocates Ltd's DFAS Position: Q2 2026 in Review

Your Advocates Ltd increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.28% in Q2 2026, buying an estimated $74K and bringing the position to 347,763 shares worth $28.6M. The position accounts for 8.18% of the portfolio, ranked #4.

Your Advocates Ltd 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.

Your Advocates Ltd held 347,763 shares of U.S. Small Cap Portfolio ETF Class Shares worth $28.6M as of Q2 2026.
Your Advocates Ltd bought 955 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $74K.
U.S. Small Cap Portfolio ETF Class Shares made up 8.18% of Your Advocates Ltd's portfolio in Q2 2026, its #4 holding.
Your Advocates Ltd 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 Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.