Aspect Partners’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Aspect Partners’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	$140K	Hold	1,706	–	–	0.05%	95
2026 Q1	$121K	Hold	1,706	–	–	0.05%	95
2025 Q4	$119K	Hold	1,706	–	–	0.05%	96
2025 Q3	$117K	Hold	1,706	–	–	0.05%	100
2025 Q2	$109K	Hold	1,706	–	–	0.05%	106
2025 Q1	$102K	Hold	1,706	–	–	0.06%	94
2024 Q4	$111K	Hold	1,706	–	–	0.06%	92
2024 Q3	$111K	Buy	+1,706	New	+$107K	0.06%	87

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

Aspect Partners's DFAS Position: Q2 2026 in Review

Aspect Partners held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 1,706 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #95.

Aspect Partners first reported a position in DFAS in Q3 2024 and has held it in 8 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Aspect Partners held 1,706 shares of U.S. Small Cap Portfolio ETF Class Shares worth $140K as of Q2 2026.
Aspect Partners 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 0.05% of Aspect Partners's portfolio in Q2 2026, its #95 holding.
Aspect Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.