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

DHJJ Financial Advisors’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	$300K	Buy	3,881 +298	+8%	+$24.2K	0.09%	172
2026 Q2	$295K	Buy	3,583 +2,729	+320%	+$211K	0.09%	171
2026 Q1	$60.7K	Hold	854	–	–	0.02%	366
2025 Q4	$59.5K	Hold	854	–	–	0.02%	356
2025 Q3	$58.5K	Hold	854	–	–	0.02%	338
2025 Q2	$54.4K	Hold	854	–	–	0.02%	334
2025 Q1	$51K	Hold	854	–	–	0.02%	308
2024 Q4	$55.6K	Hold	854	–	–	0.02%	297
2024 Q3	$55.4K	Hold	854	–	–	0.02%	289
2024 Q2	$51.3K	Hold	854	–	–	0.02%	269
2024 Q1	$53.2K	Hold	854	–	–	0.02%	257
2023 Q4	$50.9K	Hold	854	–	–	0.02%	247
2023 Q3	$44.8K	Buy	+854	New	+$47K	0.02%	254

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

DHJJ Financial Advisors's DFAS Position: Q3 2026 in Review

DHJJ Financial Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 8.3% in Q3 2026, buying an estimated $24.2K and bringing the position to 3,881 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #172.

DHJJ Financial Advisors first reported a position in DFAS in Q3 2023 and has held it in 13 quarters since. 772 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

DHJJ Financial Advisors held 3,881 shares of U.S. Small Cap Portfolio ETF Class Shares worth $300K as of Q3 2026.
DHJJ Financial Advisors bought 298 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $24.2K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.09% of DHJJ Financial Advisors's portfolio in Q3 2026, its #172 holding.
DHJJ Financial Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2023 and has held it in 13 quarters since.
772 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on DHJJ Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.