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

Avantax Planning 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	$319K	Sell	3,870 -539	-12%	-$41.8K	0.01%	358
2026 Q1	$314K	Sell	4,409 -16	-0.4%	-$1.17K	0.01%	346
2025 Q4	$308K	Hold	4,425	–	–	0.01%	352
2025 Q3	$303K	Sell	4,425 -679	-13%	-$45.3K	0.01%	351
2025 Q2	$325K	Hold	5,104	–	–	0.01%	340
2025 Q1	$305K	Hold	5,104	–	–	0.01%	335
2024 Q4	$332K	Hold	5,104	–	–	0.01%	318
2024 Q3	$331K	Hold	5,104	–	–	0.01%	316
2024 Q2	$307K	Hold	5,104	–	–	0.01%	355
2024 Q1	$318K	Buy	5,104 +1,313	+35%	+$77.7K	0.01%	353
2023 Q4	$226K	Buy	+3,791	New	+$203K	0.01%	341
2023 Q3	–	Sell	-3,791	Closed	-$208K	–	369
2023 Q2	$208K	Buy	+3,791	New	+$198K	0.01%	353
2022 Q1	–	Sell	-3,791	Closed	-$227K	–	362
2021 Q4	$227K	Hold	3,791	–	–	0.01%	317
2021 Q3	$218K	Hold	3,791	–	–	0.01%	306
2021 Q2	$221K	Buy	+3,791	New	+$221K	0.01%	298

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

Avantax Planning Partners's DFAS Position: Q2 2026 in Review

Avantax Planning Partners reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 12% in Q2 2026, selling an estimated $41.8K and leaving 3,870 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #358.

Avantax Planning Partners first reported a position in DFAS in Q2 2021 and has held it in 15 quarters since. The position peaked at $332K in Q4 2024. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Avantax Planning Partners held 3,870 shares of U.S. Small Cap Portfolio ETF Class Shares worth $319K as of Q2 2026.
Avantax Planning Partners sold 539 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $41.8K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #358 holding.
Avantax Planning Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 15 quarters since.
Avantax Planning Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $332K in Q4 2024.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.