Cyndeo Wealth Partners’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Cyndeo Wealth Partners’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	$438K	Sell	5,660 -84	-1%	-$6.83K	0.02%	380
2026 Q2	$473K	Sell	5,744 -17	-0.3%	-$1.32K	0.02%	360
2026 Q1	$410K	Sell	5,761 -379	-6%	-$27.8K	0.02%	355
2025 Q4	$428K	Buy	6,140 +897	+17%	+$61.8K	0.02%	341
2025 Q3	$359K	Buy	5,243 +14	+0.3%	+$934	0.02%	360
2025 Q2	$333K	Buy	5,229 +109	+2%	+$6.53K	0.02%	367
2025 Q1	$306K	Sell	5,120 -512	-9%	-$32.9K	0.02%	364
2024 Q4	$367K	Buy	5,632 +17	+0.3%	+$1.14K	0.02%	343
2024 Q3	$364K	Buy	+5,615	New	+$351K	0.03%	341

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

Cyndeo Wealth Partners's DFAS Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.5% in Q3 2026, selling an estimated $6.83K and leaving 5,660 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #380.

Cyndeo Wealth Partners first reported a position in DFAS in Q3 2024 and has held it in 9 quarters since. The position peaked at $473K in Q2 2026. 166 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Cyndeo Wealth Partners held 5,660 shares of U.S. Small Cap Portfolio ETF Class Shares worth $438K as of Q3 2026.
Cyndeo Wealth Partners sold 84 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $6.83K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.02% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #380 holding.
Cyndeo Wealth Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2024 and has held it in 9 quarters since.
Cyndeo Wealth Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $473K 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 Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.