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

Parkworth Wealth Management’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 Q2	$2.97M	Buy	46,687 +1,391	+3%	+$83.4K	2.15%	15
2025 Q1	$2.71M	Sell	45,296 -145	-0.3%	-$9.32K	2.16%	15
2024 Q4	$2.96M	Buy	+45,441	New	+$3.04M	2.46%	14

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

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

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Parkworth Wealth Management's DFAS Position: Q2 2025 in Review

Parkworth Wealth Management increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 3.1% in Q2 2025, buying an estimated $83.4K and bringing the position to 46,687 shares worth $2.97M. The position accounts for 2.15% of the portfolio, ranked #15.

Parkworth Wealth Management first reported a position in DFAS in Q4 2024 and has held it in 3 quarters since. 774 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

Parkworth Wealth Management held 46,687 shares of U.S. Small Cap Portfolio ETF Class Shares worth $2.97M as of Q2 2025.
Parkworth Wealth Management bought 1,391 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2025, an estimated $83.4K.
U.S. Small Cap Portfolio ETF Class Shares made up 2.15% of Parkworth Wealth Management's portfolio in Q2 2025, its #15 holding.
Parkworth Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 3 quarters since.
774 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.