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

Wall Street Financial Group’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 		– Sell
-310
Closed -$22K – 249
2026
Q1 		$22K Buy
+310
New +$22.8K 0.01% 407

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Focus Partners Wealth
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Pure Financial Advisors
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TCI Wealth Advisors
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Root Financial Partners
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Vise Technologies
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wall Street Financial Group's DFAS Position: Q2 2026 in Review

Wall Street Financial Group sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026, closing a stake of 310 shares — an estimated $22K sold.

Wall Street Financial Group first reported a position in DFAS in Q1 2026 and held it in 1 quarter. The position peaked at $22K in Q1 2026. 918 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Wall Street Financial Group reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • Wall Street Financial Group sold 310 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $22K.
  • Wall Street Financial Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2026 and held it in 1 quarter.
  • Wall Street Financial Group's U.S. Small Cap Portfolio ETF Class Shares position peaked at $22K in Q1 2026.
  • 918 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.