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

Wealth Management 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	$12.6M	Buy	153,373 +5,218	+4%	+$404K	2.97%	8
2026 Q1	$10.5M	Buy	148,155 +10,130	+7%	+$743K	3.01%	8
2025 Q4	$9.62M	Buy	138,025 +98,459	+249%	+$6.79M	2.75%	9
2025 Q3	$2.71M	Buy	39,566 +4,128	+12%	+$276K	0.86%	27
2025 Q2	$2.3M	Buy	+35,438	New	+$2.12M	0.81%	30

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

IFA

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TWA

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 New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Wealth Management Partners increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 3.5% in Q2 2026, buying an estimated $404K and bringing the position to 153,373 shares worth $12.6M. The position accounts for 2.97% of the portfolio, ranked #8.

Wealth Management Partners first reported a position in DFAS in Q2 2025 and has held it in 5 quarters since. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Wealth Management Partners held 153,373 shares of U.S. Small Cap Portfolio ETF Class Shares worth $12.6M as of Q2 2026.
Wealth Management Partners bought 5,218 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $404K.
U.S. Small Cap Portfolio ETF Class Shares made up 2.97% of Wealth Management Partners's portfolio in Q2 2026, its #8 holding.
Wealth Management Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.