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

Goldstein 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	–	Sell	-3,282	Closed	-$233K	–	263
2026 Q1	$233K	Hold	3,282	–	–	0.03%	190
2025 Q4	$229K	Hold	3,282	–	–	0.03%	190
2025 Q3	$225K	Hold	3,282	–	–	0.03%	186
2025 Q2	$209K	Sell	3,282 -180	-5%	-$10.8K	0.03%	180
2025 Q1	$207K	Sell	3,462 -424	-11%	-$27.3K	0.03%	179
2024 Q4	$253K	Sell	3,886 -172	-4%	-$11.5K	0.04%	152
2024 Q3	$263K	Hold	4,058	–	–	0.04%	145
2024 Q2	$244K	Hold	4,058	–	–	0.04%	139
2024 Q1	$253K	Hold	4,058	–	–	0.04%	133
2023 Q4	$242K	Hold	4,058	–	–	0.04%	158
2023 Q3	$213K	Hold	4,058	–	–	0.04%	136
2023 Q2	$222K	Hold	4,058	–	–	0.05%	133
2023 Q1	$214K	Hold	4,058	–	–	0.05%	131
2022 Q4	$208K	Buy	+4,058	New	+$209K	0.05%	132

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

IFA

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

RFP

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

Goldstein Advisors's DFAS Position: Q2 2026 in Review

Goldstein Advisors sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026, closing a stake of 3,282 shares — an estimated $233K sold.

Goldstein Advisors first reported a position in DFAS in Q4 2022 and held it in 14 quarters. The position peaked at $263K in Q3 2024. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Goldstein Advisors reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
Goldstein Advisors sold 3,282 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $233K.
Goldstein Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2022 and held it in 14 quarters.
Goldstein Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $263K in Q3 2024.
916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.