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

Highline 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	$22.1K	Hold	268	–	–	﹤0.01%	378
2026 Q1	$19.1K	Buy	268 +167	+165%	+$12.3K	﹤0.01%	304
2025 Q4	$7.04K	Hold	101	–	–	﹤0.01%	473
2025 Q3	$6.91K	Hold	101	–	–	﹤0.01%	490
2025 Q2	$6.44K	Buy	+101	New	+$6.06K	﹤0.01%	406

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

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

Highline Wealth Partners held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 268 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Highline Wealth Partners first reported a position in DFAS in Q2 2025 and has held it in 5 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Highline Wealth Partners held 268 shares of U.S. Small Cap Portfolio ETF Class Shares worth $22.1K as of Q2 2026.
Highline Wealth Partners left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #378 holding.
Highline Wealth Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.