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

Parkwoods 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	$25.1M	Buy	304,730 +15,851	+5%	+$1.23M	4.03%	7
2026 Q1	$20.5M	Buy	288,879 +21,035	+8%	+$1.54M	5.04%	7
2025 Q4	$18.7M	Buy	267,844 +5,218	+2%	+$360K	5.49%	6
2025 Q3	$18M	Buy	262,626 +44,248	+20%	+$2.95M	6.13%	6
2025 Q2	$13.9M	Buy	218,378 +2,077	+1%	+$125K	8.03%	5
2025 Q1	$12.9M	Buy	216,301 +1,880	+0.9%	+$121K	8.73%	5
2024 Q4	$14M	Buy	214,421 +1,847	+0.9%	+$124K	11.1%	5
2024 Q3	$13.8M	Buy	+212,574	New	+$13.3M	11.34%	5

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 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

Parkwoods Wealth Partners's DFAS Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 5.5% in Q2 2026, buying an estimated $1.23M and bringing the position to 304,730 shares worth $25.1M. The position accounts for 4.03% of the portfolio, ranked #7.

Parkwoods Wealth Partners first reported a position in DFAS in Q3 2024 and has held it in 8 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Parkwoods Wealth Partners held 304,730 shares of U.S. Small Cap Portfolio ETF Class Shares worth $25.1M as of Q2 2026.
Parkwoods Wealth Partners bought 15,851 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.23M.
U.S. Small Cap Portfolio ETF Class Shares made up 4.03% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #7 holding.
Parkwoods Wealth Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.