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

Diversify 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	$1.81M	Buy	23,081 +1,143	+5%	+$92.9K	0.03%	472
2026 Q2	$1.78M	Buy	+21,938	New	+$1.7M	0.03%	447
2026 Q1	–	Sell	-17,001	Closed	-$1.27M	–	367
2025 Q4	$1.27M	Buy	+17,001	New	+$1.17M	0.04%	336
2024 Q4	–	Sell	-4,385	Closed	-$284K	–	634
2024 Q3	$284K	Buy	4,385 +432	+11%	+$27K	0.02%	513
2024 Q2	$234K	Sell	3,953 -1,709	-30%	-$103K	0.01%	565
2024 Q1	$349K	Buy	+5,662	New	+$335K	0.02%	502

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

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 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

Diversify Advisory Services's DFAS Position: Q3 2026 in Review

Diversify Advisory Services increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 5.2% in Q3 2026, buying an estimated $92.9K and bringing the position to 23,081 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #472.

Diversify Advisory Services first reported a position in DFAS in Q1 2024 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Diversify Advisory Services held 23,081 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.81M as of Q3 2026.
Diversify Advisory Services bought 1,143 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $92.9K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #472 holding.
Diversify Advisory Services first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2024 and has held it in 6 quarters since.
237 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.