Michael A Dubis Financial Planning’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Michael A Dubis Financial Planning’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
2025 Q1	$958K	Hold	16,038	–	–	0.93%	20
2024 Q4	$1.04M	Buy	+16,038	New	+$1.07M	1.01%	19

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Michael A Dubis Financial Planning's DFAS Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q1 2025 at 16,038 shares worth $958K. The position accounts for 0.93% of the portfolio, ranked #20.

Michael A Dubis Financial Planning first reported a position in DFAS in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.04M in Q4 2024. 757 funds tracked by Wall St. Rank hold DFAS as of Q1 2025.

Michael A Dubis Financial Planning held 16,038 shares of U.S. Small Cap Portfolio ETF Class Shares worth $958K as of Q1 2025.
Michael A Dubis Financial Planning left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q1 2025.
U.S. Small Cap Portfolio ETF Class Shares made up 0.93% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #20 holding.
Michael A Dubis Financial Planning first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 2 quarters since.
Michael A Dubis Financial Planning's U.S. Small Cap Portfolio ETF Class Shares position peaked at $1.04M in Q4 2024.
757 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.