Cedar Point Capital Partners’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Cedar Point Capital 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	$9.9M	Buy	119,981 +3,201	+3%	+$248K	5.68%	6
2026 Q1	$8.31M	Buy	116,780 +1,016	+0.9%	+$74.6K	5.4%	6
2025 Q4	$8.07M	Sell	115,764 -4,414	-4%	-$304K	5.15%	7
2025 Q3	$8.23M	Buy	120,178 +1,187	+1%	+$79.2K	5.39%	6
2025 Q2	$7.58M	Buy	118,991 +384	+0.3%	+$23K	5.35%	6
2025 Q1	$7.09M	Buy	118,607 +2,840	+2%	+$183K	4.76%	9
2024 Q4	$7.53M	Sell	115,767 -2,868	-2%	-$192K	5.1%	6
2024 Q3	$7.69M	Sell	118,635 -2,592	-2%	-$162K	5.28%	7
2024 Q2	$7.28M	Buy	121,227 +1,213	+1%	+$73K	5.45%	7
2024 Q1	$7.48M	Buy	120,014 +2,408	+2%	+$142K	5.68%	6
2023 Q4	$7.01M	Buy	+117,606	New	+$6.3M	5.8%	6

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

Cedar Point Capital Partners's DFAS Position: Q2 2026 in Review

Cedar Point Capital Partners increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 2.7% in Q2 2026, buying an estimated $248K and bringing the position to 119,981 shares worth $9.9M. The position accounts for 5.68% of the portfolio, ranked #6.

Cedar Point Capital Partners first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Cedar Point Capital Partners held 119,981 shares of U.S. Small Cap Portfolio ETF Class Shares worth $9.9M as of Q2 2026.
Cedar Point Capital Partners bought 3,201 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $248K.
U.S. Small Cap Portfolio ETF Class Shares made up 5.68% of Cedar Point Capital Partners's portfolio in Q2 2026, its #6 holding.
Cedar Point Capital Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.