Bill Few Associates’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Bill Few Associates’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	$493K	Hold	6,368	–	–	0.1%	137
2026 Q2	$524K	Sell	6,368 -205	-3%	-$15.9K	0.11%	128
2026 Q1	$468K	Hold	6,573	–	–	0.11%	128
2025 Q4	$458K	Hold	6,573	–	–	0.11%	123
2025 Q3	$450K	Hold	6,573	–	–	0.12%	118
2025 Q2	$419K	Hold	6,573	–	–	0.12%	119
2025 Q1	$393K	Hold	6,573	–	–	0.14%	117
2024 Q4	$428K	Hold	6,573	–	–	0.15%	105
2024 Q3	$426K	Hold	6,573	–	–	0.15%	111
2024 Q2	$395K	Hold	6,573	–	–	0.15%	115
2024 Q1	$410K	Sell	6,573 -1,334	-17%	-$78.9K	0.17%	100
2023 Q4	$471K	Sell	7,907 -12	-0.2%	-$643	0.22%	85
2023 Q3	$416K	Buy	7,919 +298	+4%	+$16.4K	0.22%	84
2023 Q2	$418K	Hold	7,621	–	–	0.22%	82
2023 Q1	$402K	Buy	7,621 +1,048	+16%	+$56.7K	0.22%	81
2022 Q4	$336K	Hold	6,573	–	–	0.2%	92
2022 Q3	$305K	Hold	6,573	–	–	0.21%	89
2022 Q2	$316K	Hold	6,573	–	–	0.2%	87
2022 Q1	$368K	Hold	6,573	–	–	0.2%	89
2021 Q4	$394K	Buy	+6,573	New	+$397K	0.2%	82

Other funds holding DFAS

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

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

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 13.73% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Bill Few Associates's DFAS Position: Q3 2026 in Review

Bill Few Associates held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q3 2026 at 6,368 shares worth $493K. The position accounts for 0.1% of the portfolio, ranked #137.

Bill Few Associates first reported a position in DFAS in Q4 2021 and has held it in 20 quarters since. The position peaked at $524K in Q2 2026. 166 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Bill Few Associates held 6,368 shares of U.S. Small Cap Portfolio ETF Class Shares worth $493K as of Q3 2026.
Bill Few Associates left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.1% of Bill Few Associates's portfolio in Q3 2026, its #137 holding.
Bill Few Associates first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and has held it in 20 quarters since.
Bill Few Associates's U.S. Small Cap Portfolio ETF Class Shares position peaked at $524K in Q2 2026.
166 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.