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

WealthSpring 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	$356K	Buy	4,327 +1,461	+51%	+$113K	0.31%	49
2026 Q1	$204K	Buy	+2,866	New	+$210K	0.19%	71
2023 Q2	–	Sell	-13,048	Closed	-$688K	–	76
2023 Q1	$688K	Buy	13,048 +188	+1%	+$10.2K	0.53%	33
2022 Q4	$658K	Buy	12,860 +282	+2%	+$14.5K	0.51%	33
2022 Q3	$585K	Buy	+12,578	New	+$643K	0.52%	33

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

WealthSpring Partners's DFAS Position: Q2 2026 in Review

WealthSpring Partners increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 51% in Q2 2026, buying an estimated $113K and bringing the position to 4,327 shares worth $356K. The position accounts for 0.31% of the portfolio, ranked #49.

WealthSpring Partners first reported a position in DFAS in Q3 2022 and has held it in 5 quarters since. The position peaked at $688K in Q1 2023. 916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

WealthSpring Partners held 4,327 shares of U.S. Small Cap Portfolio ETF Class Shares worth $356K as of Q2 2026.
WealthSpring Partners bought 1,461 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $113K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.31% of WealthSpring Partners's portfolio in Q2 2026, its #49 holding.
WealthSpring Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2022 and has held it in 5 quarters since.
WealthSpring Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $688K in Q1 2023.
916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.