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E-Wealth Partners’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

E-Wealth 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 		$268K Sell
3,255
-766
-19% -$59.3K 0.19% 54
2026
Q1 		$286K Buy
4,021
+769
+24% +$56.4K 0.23% 52
2025
Q4 		$227K Buy
+3,252
New +$224K 0.19% 55

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
IFA
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
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
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
VT
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

E-Wealth Partners's DFAS Position: Q2 2026 in Review

E-Wealth Partners reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 19% in Q2 2026, selling an estimated $59.3K and leaving 3,255 shares worth $268K. The position accounts for 0.19% of the portfolio, ranked #54.

E-Wealth Partners first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. The position peaked at $286K in Q1 2026. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • E-Wealth Partners held 3,255 shares of U.S. Small Cap Portfolio ETF Class Shares worth $268K as of Q2 2026.
  • E-Wealth Partners sold 766 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $59.3K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.19% of E-Wealth Partners's portfolio in Q2 2026, its #54 holding.
  • E-Wealth Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • E-Wealth Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $286K in Q1 2026.
  • 916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.