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Old Peak Finance’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Old Peak Finance’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 		$340K Buy
4,124
+3
+0.1% +$232 0.16% 61
2026
Q1 		$293K Buy
4,121
+2
+0% +$147 0.17% 65
2025
Q4 		$287K Buy
+4,119
New +$284K 0.18% 67

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Old Peak Finance's DFAS Position: Q2 2026 in Review

Old Peak Finance increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.07% in Q2 2026, buying an estimated $232 and bringing the position to 4,124 shares worth $340K. The position accounts for 0.16% of the portfolio, ranked #61.

Old Peak Finance first reported a position in DFAS in Q4 2025 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Old Peak Finance held 4,124 shares of U.S. Small Cap Portfolio ETF Class Shares worth $340K as of Q2 2026.
  • Old Peak Finance bought 3 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $232.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.16% of Old Peak Finance's portfolio in Q2 2026, its #61 holding.
  • Old Peak Finance first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Old Peak Finance's 13F filing for Q2 2026, filed 3 Aug 2026.