FFA
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Farther Finance Advisors’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Farther Finance 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 		$33.6M Buy
433,745
+45,609
+12% +$3.71M 0.24% 74
2026
Q2 		$32M Buy
388,136
+6,669
+2% +$517K 0.25% 76
2026
Q1 		$27.3M Buy
381,467
+61,525
+19% +$4.52M 0.26% 76
2025
Q4 		$22.3M Buy
319,942
+62,303
+24% +$4.29M 0.24% 78
2025
Q3 		$17.6M Buy
257,639
+28,729
+13% +$1.92M 0.27% 69
2025
Q2 		$14.6M Sell
228,910
-30,403
-12% -$1.82M 0.29% 64
2025
Q1 		$15.6M Buy
259,313
+62,159
+32% +$4M 0.4% 45
2024
Q4 		$12.8M Sell
197,154
-5,911
-3% -$395K 0.46% 42
2024
Q3 		$13.2M Buy
203,065
+124,105
+157% +$7.77M 0.49% 33
2024
Q2 		$4.7M Buy
78,960
+3,245
+4% +$195K 0.23% 79
2024
Q1 		$4.67M Buy
75,715
+691
+0.9% +$40.9K 0.28% 68
2023
Q4 		$4.47M Buy
75,024
+66,605
+791% +$3.57M 0.32% 62
2023
Q3 		$442K Buy
8,419
+718
+9% +$39.6K 0.07% 220
2023
Q2 		$422K Buy
7,701
+4,205
+120% +$219K 0.09% 182
2023
Q1 		$184K Buy
3,496
+3,354
+2,362% +$182K 0.05% 277
2022
Q4 		$7.26K Buy
+142
New +$7.31K ﹤0.01% 1053

Other funds holding DFAS

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Farther Finance Advisors's DFAS Position: Q3 2026 in Review

Farther Finance Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 12% in Q3 2026, buying an estimated $3.71M and bringing the position to 433,745 shares worth $33.6M. The position accounts for 0.24% of the portfolio, ranked #74.

Farther Finance Advisors first reported a position in DFAS in Q4 2022 and has held it in 16 quarters since. 48 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • Farther Finance Advisors held 433,745 shares of U.S. Small Cap Portfolio ETF Class Shares worth $33.6M as of Q3 2026.
  • Farther Finance Advisors bought 45,609 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $3.71M.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.24% of Farther Finance Advisors's portfolio in Q3 2026, its #74 holding.
  • Farther Finance Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2022 and has held it in 16 quarters since.
  • 48 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.