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

Quadrant Private 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
2026
Q2 		$277K Buy
+3,365
New +$261K 0.06% 132

Other funds holding DFAS

Creative Planning
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Northern Trust
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Quadrant Private Wealth Management's DFAS Position: Q2 2026 in Review

Quadrant Private Wealth Management opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026: 3,365 shares worth $277K. The stake represents 0.06% of the portfolio and ranks #132 among its holdings.

917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Quadrant Private Wealth Management held 3,365 shares of U.S. Small Cap Portfolio ETF Class Shares worth $277K as of Q2 2026.
  • U.S. Small Cap Portfolio ETF Class Shares was a new Quadrant Private Wealth Management position in Q2 2026.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.06% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #132 holding.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.