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

Axis Wealth 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	$1.55M	Sell	18,808 -590	-3%	-$45.7K	0.74%	37
2026 Q1	$1.38M	Buy	19,398 +1,072	+6%	+$78.7K	0.73%	41
2025 Q4	$1.28M	Buy	18,326 +211	+1%	+$14.5K	0.71%	40
2025 Q3	$1.24M	Buy	18,115 +840	+5%	+$56.1K	0.73%	41
2025 Q2	$1.1M	Buy	17,275 +1,257	+8%	+$75.4K	0.72%	42
2025 Q1	$957K	Buy	16,018 +1,927	+14%	+$124K	0.71%	40
2024 Q4	$917K	Buy	+14,091	New	+$942K	0.77%	40

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

Axis Wealth Partners's DFAS Position: Q2 2026 in Review

Axis Wealth Partners reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 3% in Q2 2026, selling an estimated $45.7K and leaving 18,808 shares worth $1.55M. The position accounts for 0.74% of the portfolio, ranked #37.

Axis Wealth Partners first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Axis Wealth Partners held 18,808 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.55M as of Q2 2026.
Axis Wealth Partners sold 590 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $45.7K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.74% of Axis Wealth Partners's portfolio in Q2 2026, its #37 holding.
Axis Wealth Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

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