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

Birchwood 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 		$10.4K Hold
126
– – 0.01% 272
2026
Q1 		$8.96K Hold
126
– – 0.01% 280
2025
Q4 		$8.78K Buy
+126
New +$8.69K 0.01% 285

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Birchwood Financial Partners held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 126 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #272.

Birchwood Financial Partners first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Birchwood Financial Partners held 126 shares of U.S. Small Cap Portfolio ETF Class Shares worth $10.4K as of Q2 2026.
  • Birchwood Financial 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 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #272 holding.
  • Birchwood Financial Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • 916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.