XY Planning Network’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

XY Planning Network’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 Q3	$1.14M	Sell	14,742 -11,894	-45%	-$967K	0.12%	146
2026 Q2	$2.19M	Buy	26,636 +10,058	+61%	+$779K	0.28%	83
2026 Q1	$1.19M	Buy	16,578 +101	+0.6%	+$7.41K	0.19%	117
2025 Q4	$1.15M	Buy	16,477 +10,779	+189%	+$743K	0.2%	114
2025 Q3	$363K	Hold	5,698	–	–	0.12%	127
2025 Q2	$363K	Buy	5,698 +1,847	+48%	+$111K	0.12%	127
2025 Q1	$230K	Buy	3,851 +32	+0.8%	+$2.06K	0.15%	96
2024 Q4	$249K	Buy	+3,819	New	+$255K	0.19%	84

Other funds holding DFAS

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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

XY Planning Network's DFAS Position: Q3 2026 in Review

XY Planning Network reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 45% in Q3 2026, selling an estimated $967K and leaving 14,742 shares worth $1.14M. The position accounts for 0.12% of the portfolio, ranked #146.

XY Planning Network first reported a position in DFAS in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.19M in Q2 2026. 298 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

XY Planning Network held 14,742 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.14M as of Q3 2026.
XY Planning Network sold 11,894 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $967K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.12% of XY Planning Network's portfolio in Q3 2026, its #146 holding.
XY Planning Network first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
XY Planning Network's U.S. Small Cap Portfolio ETF Class Shares position peaked at $2.19M in Q2 2026.
298 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.