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

Triad Wealth 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	$268K	Sell	3,254 -44	-1%	-$3.41K	0.02%	471
2026 Q1	$235K	Sell	3,298 -538	-14%	-$39.5K	0.02%	441
2025 Q4	$267K	Sell	3,836 -192	-5%	-$13.2K	0.03%	410
2025 Q3	$276K	Buy	+4,028	New	+$269K	0.04%	309

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

Triad Wealth Partners's DFAS Position: Q2 2026 in Review

Triad Wealth Partners reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.3% in Q2 2026, selling an estimated $3.41K and leaving 3,254 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #471.

Triad Wealth Partners first reported a position in DFAS in Q3 2025 and has held it in 4 quarters since. The position peaked at $276K in Q3 2025. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Triad Wealth Partners held 3,254 shares of U.S. Small Cap Portfolio ETF Class Shares worth $268K as of Q2 2026.
Triad Wealth Partners sold 44 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.41K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #471 holding.
Triad Wealth Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2025 and has held it in 4 quarters since.
Triad Wealth Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $276K in Q3 2025.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.