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

Ausdal Financial 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	$206K	Buy	+2,498	New	+$194K	0.01%	985
2025 Q3	–	Sell	-3,670	Closed	-$234K	–	940
2025 Q2	$234K	Buy	3,670 +89	+2%	+$5.34K	0.02%	618
2025 Q1	$214K	Buy	+3,581	New	+$230K	0.02%	588

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

Ausdal Financial Partners's DFAS Position: Q2 2026 in Review

Ausdal Financial Partners opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026: 2,498 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Ausdal Financial Partners previously reported a position in DFAS as recently as Q2 2025.

Ausdal Financial Partners first reported a position in DFAS in Q1 2025 and has held it in 3 quarters since. The position peaked at $234K in Q2 2025. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Ausdal Financial Partners held 2,498 shares of U.S. Small Cap Portfolio ETF Class Shares worth $206K as of Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares was a new Ausdal Financial Partners position in Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #985 holding.
Ausdal Financial Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2025 and has held it in 3 quarters since.
Ausdal Financial Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $234K in Q2 2025.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.