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

FourThought Financial 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	$3.75M	Buy	45,601 +13,580	+42%	+$1.05M	0.29%	86
2026 Q1	$2.28M	Buy	32,021 +22,218	+227%	+$1.63M	0.2%	101
2025 Q4	$683K	Buy	+9,803	New	+$676K	0.06%	173

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

FourThought Financial Partners's DFAS Position: Q2 2026 in Review

FourThought Financial Partners increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 42% in Q2 2026, buying an estimated $1.05M and bringing the position to 45,601 shares worth $3.75M. The position accounts for 0.29% of the portfolio, ranked #86.

FourThought Financial Partners first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

FourThought Financial Partners held 45,601 shares of U.S. Small Cap Portfolio ETF Class Shares worth $3.75M as of Q2 2026.
FourThought Financial Partners bought 13,580 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.05M.
U.S. Small Cap Portfolio ETF Class Shares made up 0.29% of FourThought Financial Partners's portfolio in Q2 2026, its #86 holding.
FourThought Financial 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.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.