IFP Advisors
DFAS icon

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

IFP 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
Q3 		$1.75M Sell
22,574
-249
-1% -$20.2K 0.03% 546
2026
Q2 		$1.88M Sell
22,823
-5,363
-19% -$415K 0.03% 506
2026
Q1 		$2M Buy
28,186
+6,055
+27% +$444K 0.04% 451
2025
Q4 		$1.54M Hold
22,131
– – 0.03% 491
2025
Q3 		$1.52M Buy
22,131
+20,097
+988% +$1.34M 0.04% 450
2025
Q2 		$130K Sell
2,034
-1,040
-34% -$62.3K ﹤0.01% 1500
2025
Q1 		$184K Buy
3,074
+891
+41% +$57.3K 0.01% 1215
2024
Q4 		$142K Buy
2,183
+800
+58% +$53.5K ﹤0.01% 1305
2024
Q3 		$89.7K Buy
1,383
+3
+0.2% +$188 ﹤0.01% 1456
2024
Q2 		$82.9K Buy
1,380
+22
+2% +$1.32K ﹤0.01% 1441
2024
Q1 		$84.7K Buy
1,358
+231
+20% +$13.7K ﹤0.01% 1359
2023
Q4 		$67.2K Buy
1,127
+130
+13% +$6.97K ﹤0.01% 1423
2023
Q3 		$52.3K Sell
997
-66
-6% -$3.64K ﹤0.01% 1529
2023
Q2 		$58.3K Sell
1,063
-1,950
-65% -$102K ﹤0.01% 1543
2023
Q1 		$177K Sell
3,013
-2,871
-49% -$155K 0.01% 995
2022
Q4 		$346K Sell
5,884
-173
-3% -$8.91K 0.01% 1070
2022
Q3 		$358K Buy
6,057
+2,391
+65% +$122K 0.01% 1090
2022
Q2 		$214K Hold
3,666
– – 0.01% 1240
2022
Q1 		$214K Buy
3,666
+3,174
+645% +$179K 0.01% 1240
2021
Q4 		$29K Buy
492
+253
+106% +$15.3K ﹤0.01% 1777
2021
Q3 		$14K Buy
239
+1
+0.4% +$58 ﹤0.01% 2131
2021
Q2 		$14K Buy
+238
New +$13.8K ﹤0.01% 2077

Other funds holding DFAS

Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IFP Advisors's DFAS Position: Q3 2026 in Review

IFP Advisors reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.1% in Q3 2026, selling an estimated $20.2K and leaving 22,574 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #546.

IFP Advisors first reported a position in DFAS in Q2 2021 and has held it in 22 quarters since. The position peaked at $2M in Q1 2026. 166 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • IFP Advisors held 22,574 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.75M as of Q3 2026.
  • IFP Advisors sold 249 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $20.2K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.03% of IFP Advisors's portfolio in Q3 2026, its #546 holding.
  • IFP Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 22 quarters since.
  • IFP Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $2M in Q1 2026.
  • 166 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.