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

Forefront 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	$305K	Buy	+3,699	New	+$287K	0.09%	144

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

Forefront Wealth Partners's DFAS Position: Q2 2026 in Review

Forefront Wealth Partners opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026: 3,699 shares worth $305K. The stake represents 0.09% of the portfolio and ranks #144 among its holdings.

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

Forefront Wealth Partners held 3,699 shares of U.S. Small Cap Portfolio ETF Class Shares worth $305K as of Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares was a new Forefront Wealth Partners position in Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.09% of Forefront Wealth Partners's portfolio in Q2 2026, its #144 holding.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.