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Trust Point Inc’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Trust Point Inc’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 		$224K Sell
2,722
-750
-22% -$58.1K 0.02% 427
2026
Q1 		$247K Buy
+3,472
New +$255K 0.02% 444

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
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
RFP
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

Trust Point Inc's DFAS Position: Q2 2026 in Review

Trust Point Inc reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 22% in Q2 2026, selling an estimated $58.1K and leaving 2,722 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #427.

Trust Point Inc first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. The position peaked at $247K in Q1 2026. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Trust Point Inc held 2,722 shares of U.S. Small Cap Portfolio ETF Class Shares worth $224K as of Q2 2026.
  • Trust Point Inc sold 750 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $58.1K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #427 holding.
  • Trust Point Inc first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2026 and has held it in 2 quarters since.
  • Trust Point Inc's U.S. Small Cap Portfolio ETF Class Shares position peaked at $247K in Q1 2026.
  • 916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.