Acorn Wealth Advisors’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAS
Acorn Wealth Advisors's DFAS Position: Q3 2026 in Review
Acorn Wealth Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 67% in Q3 2026, buying an estimated $287K and bringing the position to 8,796 shares worth $681K. The position accounts for 0.17% of the portfolio, ranked #127.
Acorn Wealth Advisors first reported a position in DFAS in Q4 2023 and has held it in 12 quarters since. 227 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.
- Acorn Wealth Advisors held 8,796 shares of U.S. Small Cap Portfolio ETF Class Shares worth $681K as of Q3 2026.
- Acorn Wealth Advisors bought 3,527 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $287K.
- U.S. Small Cap Portfolio ETF Class Shares made up 0.17% of Acorn Wealth Advisors's portfolio in Q3 2026, its #127 holding.
- Acorn Wealth Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
- 227 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.
Based on Acorn Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.