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

Platform Technology 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	$9.17M	Buy	111,354 +11,305	+11%	+$876K	1.5%	13
2026 Q1	$7.12M	Buy	100,049 +6,176	+7%	+$453K	1.37%	16
2025 Q4	$6.54M	Buy	93,873 +11,377	+14%	+$784K	1.39%	18
2025 Q3	$5.65M	Buy	82,496 +27,699	+51%	+$1.85M	1.35%	17
2025 Q2	$3.49M	Buy	54,797 +4,666	+9%	+$280K	0.91%	24
2025 Q1	$3M	Buy	50,131 +2,829	+6%	+$182K	0.87%	26
2024 Q4	$3.08M	Buy	47,302 +4,163	+10%	+$278K	0.93%	25
2024 Q3	$2.8M	Buy	43,139 +6,409	+17%	+$401K	0.88%	27
2024 Q2	$2.21M	Buy	+36,730	New	+$2.21M	0.76%	34
2023 Q4	$1.69M	Buy	28,195 +8,582	+44%	+$460K	0.66%	43
2023 Q3	$1.03M	Buy	19,613 +1,546	+9%	+$85.2K	0.48%	64
2023 Q2	$1M	Buy	18,067 +1,157	+7%	+$60.4K	0.47%	66
2023 Q1	$891K	Sell	16,910 -155	-0.9%	-$8.39K	0.44%	70
2022 Q4	$873K	Buy	17,065 +1,596	+10%	+$82.2K	0.45%	69
2022 Q3	$720K	Buy	+15,469	New	+$790K	0.41%	66

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

IFA

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

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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

Platform Technology Partners's DFAS Position: Q2 2026 in Review

Platform Technology Partners increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 11% in Q2 2026, buying an estimated $876K and bringing the position to 111,354 shares worth $9.17M. The position accounts for 1.5% of the portfolio, ranked #13.

Platform Technology Partners first reported a position in DFAS in Q3 2022 and has held it in 15 quarters since. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Platform Technology Partners held 111,354 shares of U.S. Small Cap Portfolio ETF Class Shares worth $9.17M as of Q2 2026.
Platform Technology Partners bought 11,305 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $876K.
U.S. Small Cap Portfolio ETF Class Shares made up 1.5% of Platform Technology Partners's portfolio in Q2 2026, its #13 holding.
Platform Technology Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2022 and has held it in 15 quarters since.
916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.