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

Financial Connections Group’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 Q1	$1.32M	Buy	18,537 +287	+2%	+$21.1K	0.46%	35
2025 Q4	$1.27M	Sell	18,250 -2,090	-10%	-$144K	0.44%	36
2025 Q3	$1.39M	Sell	20,340 -2,707	-12%	-$181K	0.54%	30
2025 Q2	$1.47M	Sell	23,047 -18,654	-45%	-$1.12M	0.61%	30
2025 Q1	$2.49M	Sell	41,701 -247	-0.6%	-$15.9K	1.12%	23
2024 Q4	$2.73M	Sell	41,948 -658	-2%	-$44K	1.31%	16
2024 Q3	$2.76M	Sell	42,606 -3,375	-7%	-$211K	1.36%	16
2024 Q2	$2.76M	Sell	45,981 -2,052	-4%	-$123K	1.43%	17
2024 Q1	$3M	Sell	48,033 -7,602	-14%	-$450K	3.28%	10
2023 Q4	$3.32M	Sell	55,635 -94,308	-63%	-$5.05M	2.15%	14
2023 Q3	$7.87M	Sell	149,943 -1,361	-0.9%	-$75K	9.71%	3
2023 Q2	$8.29M	Buy	151,304 +4,122	+3%	+$215K	5.44%	5
2023 Q1	$7.76M	Buy	147,182 +5,205	+4%	+$282K	5.51%	6
2022 Q4	$7.26M	Buy	141,977 +7,039	+5%	+$362K	5.73%	5
2022 Q3	$6.28M	Buy	134,938 +134,461	+28,189%	+$6.87M	5.29%	5
2022 Q2	$22K	Hold	477	–	–	0.02%	137
2022 Q1	$26K	Hold	477	–	–	0.03%	135
2021 Q4	$28K	Buy	+477	New	+$28.8K	0.03%	136

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Financial Connections Group's DFAS Position: Q1 2026 in Review

Financial Connections Group increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.6% in Q1 2026, buying an estimated $21.1K and bringing the position to 18,537 shares worth $1.32M. The position accounts for 0.46% of the portfolio, ranked #35.

Financial Connections Group first reported a position in DFAS in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.29M in Q2 2023. 895 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Financial Connections Group held 18,537 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.32M as of Q1 2026.
Financial Connections Group bought 287 U.S. Small Cap Portfolio ETF Class Shares shares in Q1 2026, an estimated $21.1K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.46% of Financial Connections Group's portfolio in Q1 2026, its #35 holding.
Financial Connections Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and has held it in 18 quarters since.
Financial Connections Group's U.S. Small Cap Portfolio ETF Class Shares position peaked at $8.29M in Q2 2023.
895 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.