First Foundation Advisors’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

First Foundation Advisors’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	$284K	Hold	3,444	–	–	0.01%	307
2026 Q1	$245K	Hold	3,444	–	–	0.01%	307
2025 Q4	$240K	Hold	3,444	–	–	0.01%	307
2025 Q3	$236K	Hold	3,444	–	–	0.01%	304
2025 Q2	$219K	Hold	3,444	–	–	0.01%	315
2025 Q1	$206K	Hold	3,444	–	–	0.01%	318
2024 Q4	$224K	Hold	3,444	–	–	0.01%	316
2024 Q3	$223K	Hold	3,444	–	–	0.01%	328
2024 Q2	$207K	Hold	3,444	–	–	0.01%	323
2024 Q1	$215K	Buy	+3,444	New	+$204K	0.01%	323

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

First Foundation Advisors's DFAS Position: Q2 2026 in Review

First Foundation Advisors held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 3,444 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #307.

First Foundation Advisors first reported a position in DFAS in Q1 2024 and has held it in 10 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

First Foundation Advisors held 3,444 shares of U.S. Small Cap Portfolio ETF Class Shares worth $284K as of Q2 2026.
First Foundation Advisors 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 First Foundation Advisors's portfolio in Q2 2026, its #307 holding.
First Foundation Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2024 and has held it in 10 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.