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Golden State Equity Partners’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Golden State Equity 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 		– Sell
-387
Closed -$27.5K – 663
2026
Q1 		$27.5K Buy
+387
New +$28.4K ﹤0.01% 1015

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TCI Wealth Advisors
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Golden State Equity Partners's DFAS Position: Q2 2026 in Review

Golden State Equity Partners sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026, closing a stake of 387 shares — an estimated $27.5K sold.

Golden State Equity Partners first reported a position in DFAS in Q1 2026 and held it in 1 quarter. The position peaked at $27.5K in Q1 2026. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Golden State Equity Partners reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 387 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $27.5K.
  • Golden State Equity Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $27.5K in Q1 2026.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.