Center for Financial Planning’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Center for Financial Planning’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	$125K	Hold	1,518	–	–	0.01%	217
2026 Q1	$108K	Hold	1,518	–	–	0.01%	223
2025 Q4	$106K	Hold	1,518	–	–	0.01%	222
2025 Q3	$104K	Hold	1,518	–	–	0.01%	225
2025 Q2	$96.7K	Hold	1,518	–	–	0.01%	222
2025 Q1	$90.7K	Hold	1,518	–	–	0.01%	212
2024 Q4	$98.8K	Hold	1,518	–	–	0.01%	197
2024 Q3	$98.5K	Hold	1,518	–	–	0.01%	188
2024 Q2	$91.2K	Hold	1,518	–	–	0.01%	187
2024 Q1	$94.6K	Sell	1,518 -82	-5%	-$4.85K	0.01%	188
2023 Q4	$95.4K	Sell	1,600 -238	-13%	-$12.8K	0.02%	173
2023 Q3	$96.5K	Sell	1,838 -330	-15%	-$18.2K	0.02%	173
2023 Q2	$119K	Buy	2,168 +650	+43%	+$33.9K	0.02%	157
2023 Q1	$80K	Hold	1,518	–	–	0.02%	179
2022 Q4	$77.6K	Hold	1,518	–	–	0.02%	183
2022 Q3	$71K	Hold	1,518	–	–	0.02%	182
2022 Q2	$73K	Hold	1,518	–	–	0.02%	183
2022 Q1	$85K	Hold	1,518	–	–	0.02%	185
2021 Q4	$91K	Hold	1,518	–	–	0.02%	182
2021 Q3	$87K	Hold	1,518	–	–	0.02%	172
2021 Q2	$89K	Buy	+1,518	New	+$88.3K	0.02%	170

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

Center for Financial Planning's DFAS Position: Q2 2026 in Review

Center for Financial Planning held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 1,518 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #217.

Center for Financial Planning first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Center for Financial Planning held 1,518 shares of U.S. Small Cap Portfolio ETF Class Shares worth $125K as of Q2 2026.
Center for Financial Planning 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 Center for Financial Planning's portfolio in Q2 2026, its #217 holding.
Center for Financial Planning first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.