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

Aznar Financial Advisors’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
2025 Q4	$487K	Buy	+6,987	New	+$482K	0.47%	22

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Aznar Financial Advisors's DFAS Position: Q4 2025 in Review

Aznar Financial Advisors opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q4 2025: 6,987 shares worth $487K. The stake represents 0.47% of the portfolio and ranks #22 among its holdings.

874 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

Aznar Financial Advisors held 6,987 shares of U.S. Small Cap Portfolio ETF Class Shares worth $487K as of Q4 2025.
U.S. Small Cap Portfolio ETF Class Shares was a new Aznar Financial Advisors position in Q4 2025.
U.S. Small Cap Portfolio ETF Class Shares made up 0.47% of Aznar Financial Advisors's portfolio in Q4 2025, its #22 holding.
874 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q4 2025.

Based on Aznar Financial Advisors's 13F filing for Q4 2025, filed 19 Feb 2026.