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

Global Retirement 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	$1.26M	Buy	+15,363	New	+$1.19M	0.02%	664
2025 Q4	$804K	Buy	11,544 +6,660	+136%	+$459K	0.01%	734
2025 Q3	$334K	Buy	4,884 +1,373	+39%	+$91.6K	0.01%	935
2025 Q2	$224K	Buy	+3,511	New	+$210K	0.01%	1030
2024 Q4	$25.5K	Buy	391 +101	+35%	+$6.76K	﹤0.01%	1958
2024 Q3	$18.8K	Buy	290 +158	+120%	+$9.9K	﹤0.01%	2030
2024 Q2	$7.93K	Buy	132 +18	+16%	+$1.08K	﹤0.01%	2415
2024 Q1	$7.11K	Hold	114	–	–	﹤0.01%	2263
2023 Q4	$6.51K	Hold	114	–	–	﹤0.01%	2221
2023 Q3	$5.83K	Hold	114	–	–	﹤0.01%	2139
2023 Q2	$6.25K	Hold	114	–	–	﹤0.01%	2118
2023 Q1	$5.77K	Hold	114	–	–	﹤0.01%	2117
2022 Q4	$5.83K	Hold	114	–	–	﹤0.01%	1976
2022 Q3	$6K	Hold	114	–	–	﹤0.01%	1853
2022 Q2	$5K	Sell	114 -193	-63%	-$10K	﹤0.01%	1873
2022 Q1	$15K	Buy	+307	New	+$17.3K	﹤0.01%	1456
2021 Q4	–	Sell	-307	Closed	-$18K	–	568
2021 Q3	$18K	Hold	307	–	–	﹤0.01%	1235
2021 Q2	$18K	Buy	+307	New	+$17.9K	﹤0.01%	1213

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

Global Retirement Partners's DFAS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026: 15,363 shares worth $1.26M. The stake represents 0.02% of the portfolio and ranks #664 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DFAS as recently as Q4 2025.

Global Retirement Partners first reported a position in DFAS in Q2 2021 and has held it in 18 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Global Retirement Partners held 15,363 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.26M as of Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares was a new Global Retirement Partners position in Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #664 holding.
Global Retirement Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 18 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.