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

Flagship Wealth 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	$25.6K	Buy	+311	New	+$24.1K	0.01%	339

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

Flagship Wealth Advisors's DFAS Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026: 311 shares worth $25.6K. The stake represents 0.01% of the portfolio and ranks #339 among its holdings.

917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Flagship Wealth Advisors held 311 shares of U.S. Small Cap Portfolio ETF Class Shares worth $25.6K as of Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares was a new Flagship Wealth Advisors position in Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #339 holding.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.