Princeton Global Asset Management’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Princeton Global Asset 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
2026 Q2	–	Sell	-1,070	Closed	-$76.1K	–	849
2026 Q1	$76.1K	Hold	1,070	–	–	0.01%	308
2025 Q4	$74.5K	Hold	1,070	–	–	0.01%	305
2025 Q3	$73.3K	Hold	1,070	–	–	0.01%	282
2025 Q2	$68.2K	Hold	1,070	–	–	0.01%	281
2025 Q1	$63.9K	Hold	1,070	–	–	0.01%	270
2024 Q4	$69.6K	Hold	1,070	–	–	0.01%	278
2024 Q3	$69.4K	Hold	1,070	–	–	0.01%	275
2024 Q2	$64.3K	Sell	1,070 -265	-20%	-$15.9K	0.01%	258
2024 Q1	$83.2K	Buy	+1,335	New	+$79K	0.02%	217

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

Princeton Global Asset Management's DFAS Position: Q2 2026 in Review

Princeton Global Asset Management sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026, closing a stake of 1,070 shares — an estimated $76.1K sold.

Princeton Global Asset Management first reported a position in DFAS in Q1 2024 and held it in 9 quarters. The position peaked at $83.2K in Q1 2024. 918 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Princeton Global Asset Management reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
Princeton Global Asset Management sold 1,070 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $76.1K.
Princeton Global Asset Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2024 and held it in 9 quarters.
Princeton Global Asset Management's U.S. Small Cap Portfolio ETF Class Shares position peaked at $83.2K in Q1 2024.
918 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.