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

Vantage Point 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	$3.22M	Sell	39,103 -210	-0.5%	-$16.3K	0.98%	28
2026 Q1	$2.8M	Sell	39,313 -1,465	-4%	-$108K	0.98%	24
2025 Q4	$2.84M	Sell	40,778 -2,968	-7%	-$205K	1.02%	25
2025 Q3	$2.99M	Sell	43,746 -2,517	-5%	-$168K	1.16%	21
2025 Q2	$2.95M	Buy	46,263 +1,975	+4%	+$118K	1.29%	20
2025 Q1	$2.65M	Buy	44,288 +54	+0.1%	+$3.47K	1.33%	20
2024 Q4	$2.88M	Buy	+44,234	New	+$2.96M	1.55%	18

Other funds holding DFAS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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 $2.37B AUM 16.24% 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 $2.49B AUM 17.07% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vantage Point Financial's DFAS Position: Q2 2026 in Review

Vantage Point Financial reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.53% in Q2 2026, selling an estimated $16.3K and leaving 39,103 shares worth $3.22M. The position accounts for 0.98% of the portfolio, ranked #28.

Vantage Point Financial first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 921 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Vantage Point Financial held 39,103 shares of U.S. Small Cap Portfolio ETF Class Shares worth $3.22M as of Q2 2026.
Vantage Point Financial sold 210 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $16.3K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.98% of Vantage Point Financial's portfolio in Q2 2026, its #28 holding.
Vantage Point Financial first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
921 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.