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

Hughes Financial Services’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	$30.6K	Hold	372	–	–	﹤0.01%	224
2026 Q1	$26.5K	Hold	372	–	–	﹤0.01%	221
2025 Q4	$25.9K	Hold	372	–	–	﹤0.01%	208
2025 Q3	$25.4K	Sell	372 -53	-12%	-$3.54K	﹤0.01%	207
2025 Q2	$27.4K	Sell	425 -80	-16%	-$4.8K	﹤0.01%	199
2025 Q1	$30.3K	Buy	+505	New	+$32.5K	0.01%	187

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

Hughes Financial Services's DFAS Position: Q2 2026 in Review

Hughes Financial Services held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 372 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Hughes Financial Services first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Hughes Financial Services held 372 shares of U.S. Small Cap Portfolio ETF Class Shares worth $30.6K as of Q2 2026.
Hughes Financial Services 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 Hughes Financial Services's portfolio in Q2 2026, its #224 holding.
Hughes Financial Services first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2025 and has held it in 6 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.