Chilton Capital Management’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Chilton Capital Management’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	$46.5K	Hold	600	–	–	﹤0.01%	369
2026 Q2	$49.4K	Sell	600 -75	-11%	-$5.81K	﹤0.01%	351
2026 Q1	$48K	Hold	675	–	–	﹤0.01%	338
2025 Q4	$47K	Hold	675	–	–	﹤0.01%	342
2025 Q3	$46.2K	Hold	675	–	–	﹤0.01%	360
2025 Q2	$43K	Sell	675 -1,476	-69%	-$88.5K	﹤0.01%	348
2025 Q1	$129K	Buy	+2,151	New	+$138K	0.01%	252

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

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Chilton Capital Management's DFAS Position: Q3 2026 in Review

Chilton Capital Management held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q3 2026 at 600 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Chilton Capital Management first reported a position in DFAS in Q1 2025 and has held it in 7 quarters since. The position peaked at $129K in Q1 2025. 371 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Chilton Capital Management held 600 shares of U.S. Small Cap Portfolio ETF Class Shares worth $46.5K as of Q3 2026.
Chilton Capital Management 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 ﹤0.01% of Chilton Capital Management's portfolio in Q3 2026, its #369 holding.
Chilton Capital Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2025 and has held it in 7 quarters since.
Chilton Capital Management's U.S. Small Cap Portfolio ETF Class Shares position peaked at $129K in Q1 2025.
371 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Chilton Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.