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

Oxford Financial Group’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	$27.1K	Buy	+329	New	+$25.5K	﹤0.01%	274
2023 Q2	–	Sell	-480	Closed	-$25.3K	–	295
2023 Q1	$25.3K	Hold	480	–	–	﹤0.01%	231
2022 Q4	$24.6K	Hold	480	–	–	﹤0.01%	234
2022 Q3	$22K	Sell	480 -5,304	-92%	-$271K	﹤0.01%	213
2022 Q2	$278K	Hold	5,784	–	–	0.04%	156
2022 Q1	$324K	Hold	5,784	–	–	0.04%	152
2021 Q4	$347K	Hold	5,784	–	–	0.04%	153
2021 Q3	$333K	Sell	5,784 -520	-8%	-$30K	0.04%	141
2021 Q2	$368K	Buy	+6,304	New	+$367K	0.05%	130

Other funds holding DFAS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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 $2.37B AUM 16.24% 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 $2.49B AUM 17.07% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Oxford Financial Group's DFAS Position: Q2 2026 in Review

Oxford Financial Group opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026: 329 shares worth $27.1K. The stake represents ﹤0.01% of the portfolio and ranks #274 among its holdings. This is a return to the name: Oxford Financial Group previously reported a position in DFAS as recently as Q1 2023.

Oxford Financial Group first reported a position in DFAS in Q2 2021 and has held it in 9 quarters since. The position peaked at $368K in Q2 2021. 920 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Oxford Financial Group held 329 shares of U.S. Small Cap Portfolio ETF Class Shares worth $27.1K as of Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares was a new Oxford Financial Group position in Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares made up ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #274 holding.
Oxford Financial Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 9 quarters since.
Oxford Financial Group's U.S. Small Cap Portfolio ETF Class Shares position peaked at $368K in Q2 2021.
920 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.