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

Tranquility 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	$508K	Buy	6,171 +1,250	+25%	+$96.8K	0.17%	134
2026 Q1	$350K	Buy	4,921 +67	+1%	+$4.92K	0.13%	160
2025 Q4	$338K	Buy	4,854 +6	+0.1%	+$414	0.12%	169
2025 Q3	$332K	Buy	4,848 +17	+0.4%	+$1.14K	0.11%	181
2025 Q2	$308K	Buy	4,831 +343	+8%	+$20.6K	0.11%	175
2025 Q1	$268K	Buy	4,488 +242	+6%	+$15.6K	0.1%	174
2024 Q4	$277K	Buy	4,246 +256	+6%	+$17.1K	0.1%	178
2024 Q3	$259K	Buy	3,990 +473	+13%	+$29.6K	0.09%	190
2024 Q2	$211K	Buy	3,517 +287	+9%	+$17.3K	0.08%	207
2024 Q1	$201K	Buy	+3,230	New	+$191K	0.08%	207

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 $2.57B 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

Tranquility Partners's DFAS Position: Q2 2026 in Review

Tranquility Partners increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 25% in Q2 2026, buying an estimated $96.8K and bringing the position to 6,171 shares worth $508K. The position accounts for 0.17% of the portfolio, ranked #134.

Tranquility Partners first reported a position in DFAS in Q1 2024 and has held it in 10 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Tranquility Partners held 6,171 shares of U.S. Small Cap Portfolio ETF Class Shares worth $508K as of Q2 2026.
Tranquility Partners bought 1,250 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $96.8K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.17% of Tranquility Partners's portfolio in Q2 2026, its #134 holding.
Tranquility Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2024 and has held it in 10 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.