CFS Investment Advisory Services’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

CFS Investment Advisory Services’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	$1.91M	Buy	24,235 +440	+2%	+$35.8K	0.12%	135
2026 Q2	$1.94M	Buy	23,795 +986	+4%	+$76.4K	0.13%	137
2026 Q1	$1.76M	Buy	22,809 +14,763	+183%	+$1.08M	0.12%	137
2025 Q4	$561K	Buy	8,046 +3,981	+98%	+$274K	0.04%	230
2025 Q3	$283K	Buy	+4,065	New	+$271K	0.02%	294

Other funds holding DFAS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

CFS Investment Advisory Services's DFAS Position: Q3 2026 in Review

CFS Investment Advisory Services increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.8% in Q3 2026, buying an estimated $35.8K and bringing the position to 24,235 shares worth $1.91M. The position accounts for 0.12% of the portfolio, ranked #135.

CFS Investment Advisory Services first reported a position in DFAS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.94M in Q2 2026. 593 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

CFS Investment Advisory Services held 24,235 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.91M as of Q3 2026.
CFS Investment Advisory Services bought 440 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $35.8K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.12% of CFS Investment Advisory Services's portfolio in Q3 2026, its #135 holding.
CFS Investment Advisory Services first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2025 and has held it in 5 quarters since.
CFS Investment Advisory Services's U.S. Small Cap Portfolio ETF Class Shares position peaked at $1.94M in Q2 2026.
593 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on CFS Investment Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.