Robinswood Financial’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Robinswood Financial’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	$241K	Buy	2,927 +2	+0.1%	+$155	0.07%	71
2026 Q1	$208K	Buy	2,925 +2	+0.1%	+$147	0.07%	71
2025 Q4	$204K	Buy	2,923 +1	+0%	+$69	0.07%	74
2025 Q3	$200K	Hold	2,922	–	–	0.07%	72
2025 Q2	$186K	Hold	2,922	–	–	0.07%	77
2025 Q1	$175K	Hold	2,922	–	–	0.06%	72
2024 Q4	$190K	Hold	2,922	–	–	0.07%	66
2024 Q3	$190K	Hold	2,922	–	–	0.07%	66
2024 Q2	$176K	Hold	2,922	–	–	0.07%	66
2024 Q1	$180K	Hold	2,922	–	–	0.08%	54
2023 Q4	$174K	Hold	2,922	–	–	0.08%	56
2023 Q3	$153K	Hold	2,922	–	–	0.07%	58
2023 Q2	$160K	Buy	+2,922	New	+$152K	0.07%	57

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

Robinswood Financial's DFAS Position: Q2 2026 in Review

Robinswood Financial increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.07% in Q2 2026, buying an estimated $155 and bringing the position to 2,927 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #71.

Robinswood Financial first reported a position in DFAS in Q2 2023 and has held it in 13 quarters since. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Robinswood Financial held 2,927 shares of U.S. Small Cap Portfolio ETF Class Shares worth $241K as of Q2 2026.
Robinswood Financial bought 2 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $155.
U.S. Small Cap Portfolio ETF Class Shares made up 0.07% of Robinswood Financial's portfolio in Q2 2026, its #71 holding.
Robinswood Financial first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2023 and has held it in 13 quarters since.
916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.