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

Legacy Capital 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	$665K	Sell	8,073 -362	-4%	-$28K	0.13%	160
2026 Q1	$600K	Sell	8,435 -448	-5%	-$32.9K	0.12%	176
2025 Q4	$619K	Sell	8,883 -724	-8%	-$49.9K	0.13%	163
2025 Q3	$658K	Buy	9,607 +1,325	+16%	+$88.4K	0.14%	156
2025 Q2	$528K	Buy	+8,282	New	+$496K	0.12%	183

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

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

Legacy Capital Wealth Partners's DFAS Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 4.3% in Q2 2026, selling an estimated $28K and leaving 8,073 shares worth $665K. The position accounts for 0.13% of the portfolio, ranked #160.

Legacy Capital Wealth Partners first reported a position in DFAS in Q2 2025 and has held it in 5 quarters since. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Legacy Capital Wealth Partners held 8,073 shares of U.S. Small Cap Portfolio ETF Class Shares worth $665K as of Q2 2026.
Legacy Capital Wealth Partners sold 362 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $28K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.13% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #160 holding.
Legacy Capital 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.
916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.