BAWC
DFAS icon

Boyce & Associates Wealth Consulting’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Boyce & Associates Wealth Consulting’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 		$440K Sell
5,685
-612
-10% -$49.8K 0.27% 51
2026
Q2 		$519K Buy
6,297
+12
+0.2% +$930 0.36% 50
2026
Q1 		$447K Sell
6,285
-87
-1% -$6.38K 0.34% 53
2025
Q4 		$444K Sell
6,372
-29
-0.5% -$2K 0.37% 44
2025
Q3 		$438K Sell
6,401
-107
-2% -$7.14K 0.36% 46
2025
Q2 		$415K Sell
6,508
-595
-8% -$35.7K 0.38% 46
2025
Q1 		$424K Sell
7,103
-849
-11% -$54.6K 0.42% 43
2024
Q4 		$518K Sell
7,952
-91
-1% -$6.09K 0.52% 40
2024
Q3 		$522K Buy
8,043
+197
+3% +$12.3K 0.54% 37
2024
Q2 		$471K Buy
7,846
+110
+1% +$6.62K 0.55% 38
2024
Q1 		$482K Buy
7,736
+225
+3% +$13.3K 0.62% 29
2023
Q4 		$448K Buy
7,511
+20
+0.3% +$1.07K 0.65% 26
2023
Q3 		$393K Buy
7,491
+58
+0.8% +$3.19K 0.66% 28
2023
Q2 		$407K Buy
7,433
+794
+12% +$41.4K 0.68% 27
2023
Q1 		$341K Buy
6,639
+386
+6% +$20.9K 0.61% 31
2022
Q4 		$320K Sell
6,253
-66
-1% -$3.4K 0.61% 30
2022
Q3 		$294K Buy
6,319
+149
+2% +$7.61K 0.61% 31
2022
Q2 		$296K Buy
6,170
+179
+3% +$9.28K 0.54% 34
2022
Q1 		$336K Buy
+5,991
New +$337K 0.5% 39

Other funds holding DFAS

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DEM
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Boyce & Associates Wealth Consulting's DFAS Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 9.7% in Q3 2026, selling an estimated $49.8K and leaving 5,685 shares worth $440K. The position accounts for 0.27% of the portfolio, ranked #51.

Boyce & Associates Wealth Consulting first reported a position in DFAS in Q1 2022 and has held it in 19 quarters since. The position peaked at $522K in Q3 2024. 126 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • Boyce & Associates Wealth Consulting held 5,685 shares of U.S. Small Cap Portfolio ETF Class Shares worth $440K as of Q3 2026.
  • Boyce & Associates Wealth Consulting sold 612 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $49.8K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.27% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #51 holding.
  • Boyce & Associates Wealth Consulting first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2022 and has held it in 19 quarters since.
  • Boyce & Associates Wealth Consulting's U.S. Small Cap Portfolio ETF Class Shares position peaked at $522K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.