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

Comprehensive 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	$16.1K	Hold	195	–	–	0.01%	257
2026 Q1	$13.9K	Hold	195	–	–	0.01%	242
2025 Q4	$13.6K	Hold	195	–	–	0.01%	234
2025 Q3	$13.3K	Hold	195	–	–	0.01%	226
2025 Q2	$12.4K	Hold	195	–	–	0.01%	216
2025 Q1	$11.7K	Hold	195	–	–	0.01%	205
2024 Q4	$12.7K	Buy	+195	New	+$13K	0.01%	227

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

RFP

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

Comprehensive Financial Planning's DFAS Position: Q2 2026 in Review

Comprehensive Financial Planning held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 195 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #257.

Comprehensive Financial Planning first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Comprehensive Financial Planning held 195 shares of U.S. Small Cap Portfolio ETF Class Shares worth $16.1K as of Q2 2026.
Comprehensive 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 Comprehensive Financial Planning's portfolio in Q2 2026, its #257 holding.
Comprehensive Financial Planning first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.