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

Cardiff Park 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
2026
Q2 		$9.05M Buy
109,860
+4,716
+4% +$365K 0.7% 31
2026
Q1 		$7.48M Sell
105,144
-19,700
-16% -$1.45M 0.6% 35
2025
Q4 		$8.7M Sell
124,844
-22,846
-15% -$1.57M 0.71% 32
2025
Q3 		$10.1M Sell
147,690
-680
-0.5% -$45.4K 0.77% 28
2025
Q2 		$9.45M Sell
148,370
-22,502
-13% -$1.35M 0.81% 25
2025
Q1 		$10.2M Buy
170,872
+3,511
+2% +$226K 0.98% 16
2024
Q4 		$10.9M Sell
167,361
-834
-0.5% -$55.8K 1.03% 17
2024
Q3 		$10.9M Buy
168,195
+1,147
+0.7% +$71.8K 0.98% 16
2024
Q2 		$10M Buy
167,048
+7,844
+5% +$472K 0.96% 16
2024
Q1 		$9.9M Buy
159,204
+3,881
+2% +$230K 0.94% 18
2023
Q4 		$9.26M Sell
155,323
-1,963
-1% -$105K 1.02% 18
2023
Q3 		$8.26M Sell
157,286
-417
-0.3% -$23K 1.04% 18
2023
Q2 		$8.64M Sell
157,703
-1,213
-0.8% -$63.3K 1.06% 17
2023
Q1 		$8.37M Buy
158,916
+5,062
+3% +$274K 1.1% 17
2022
Q4 		$7.87M Buy
153,854
+1,208
+0.8% +$62.2K 1.1% 18
2022
Q3 		$7.1M Buy
152,646
+1,569
+1% +$80.1K 1.11% 16
2022
Q2 		$7.25M Sell
151,077
-7,954
-5% -$412K 1.1% 19
2022
Q1 		$8.92M Buy
159,031
+110
+0.1% +$6.19K 1.26% 14
2021
Q4 		$9.5M Buy
+158,921
New +$9.6M 1.25% 14

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
Index Fund Advisors
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
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
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

Cardiff Park Advisors's DFAS Position: Q2 2026 in Review

Cardiff Park Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 4.5% in Q2 2026, buying an estimated $365K and bringing the position to 109,860 shares worth $9.05M. The position accounts for 0.7% of the portfolio, ranked #31.

Cardiff Park Advisors first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.9M in Q3 2024. 918 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Cardiff Park Advisors held 109,860 shares of U.S. Small Cap Portfolio ETF Class Shares worth $9.05M as of Q2 2026.
  • Cardiff Park Advisors bought 4,716 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $365K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.7% of Cardiff Park Advisors's portfolio in Q2 2026, its #31 holding.
  • Cardiff Park Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $10.9M in Q3 2024.
  • 918 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.