CRA Financial Services’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

CRA Financial 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	$731K	Hold	9,437	–	–	0.08%	163
2026 Q2	$777K	Hold	9,437	–	–	0.09%	155
2026 Q1	$671K	Hold	9,437	–	–	0.09%	156
2025 Q4	$657K	Hold	9,437	–	–	0.09%	151
2025 Q3	$646K	Sell	9,437 -650	-6%	-$43.4K	0.09%	150
2025 Q2	$643K	Hold	10,087	–	–	0.1%	141
2025 Q1	$603K	Buy	10,087 +2,715	+37%	+$175K	0.1%	137
2024 Q4	$480K	Hold	7,372	–	–	0.08%	154
2024 Q3	$478K	Hold	7,372	–	–	0.09%	144
2024 Q2	$443K	Hold	7,372	–	–	0.09%	143
2024 Q1	$460K	Hold	7,372	–	–	0.1%	133
2023 Q4	$440K	Hold	7,372	–	–	0.11%	125
2023 Q3	$387K	Hold	7,372	–	–	0.11%	128
2023 Q2	$404K	Hold	7,372	–	–	0.11%	122
2023 Q1	$389K	Sell	7,372 -348	-5%	-$18.8K	0.12%	128
2022 Q4	$395K	Hold	7,720	–	–	0.13%	121
2022 Q3	$359K	Hold	7,720	–	–	0.13%	125
2022 Q2	$371K	Buy	+7,720	New	+$400K	0.13%	134
2022 Q1	–	Sell	-7,720	Closed	-$463K	–	211
2021 Q4	$463K	Hold	7,720	–	–	0.14%	114
2021 Q3	$444K	Hold	7,720	–	–	0.15%	115
2021 Q2	$451K	Buy	+7,720	New	+$449K	0.16%	111

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

CRA Financial Services's DFAS Position: Q3 2026 in Review

CRA Financial Services held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q3 2026 at 9,437 shares worth $731K. The position accounts for 0.08% of the portfolio, ranked #163.

CRA Financial Services first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. The position peaked at $777K in Q2 2026. 166 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

CRA Financial Services held 9,437 shares of U.S. Small Cap Portfolio ETF Class Shares worth $731K as of Q3 2026.
CRA Financial Services 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 0.08% of CRA Financial Services's portfolio in Q3 2026, its #163 holding.
CRA Financial Services first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
CRA Financial Services's U.S. Small Cap Portfolio ETF Class Shares position peaked at $777K 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 CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.