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

Creative Financial Designs’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	$4.36K	Buy	53 +18	+51%	+$1.39K	﹤0.01%	1737
2026 Q1	$2.49K	Buy	35 +25	+250%	+$1.83K	﹤0.01%	1742
2025 Q4	$697	Sell	10 -53	-84%	-$3.65K	﹤0.01%	1865
2025 Q3	$4.33K	Buy	+63	New	+$4.21K	﹤0.01%	1559

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

Creative Financial Designs's DFAS Position: Q2 2026 in Review

Creative Financial Designs increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 51% in Q2 2026, buying an estimated $1.39K and bringing the position to 53 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Creative Financial Designs first reported a position in DFAS in Q3 2025 and has held it in 4 quarters since. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Creative Financial Designs held 53 shares of U.S. Small Cap Portfolio ETF Class Shares worth $4.36K as of Q2 2026.
Creative Financial Designs bought 18 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.39K.
U.S. Small Cap Portfolio ETF Class Shares made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1737 holding.
Creative Financial Designs first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2025 and has held it in 4 quarters since.
916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.