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

Wavvest Wealth LLC’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	$593K	Buy	+7,664	New	+$623K	0.48%	53

Other funds holding DFAS

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

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

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Wavvest Wealth LLC's DFAS Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q3 2026: 7,664 shares worth $593K. The stake represents 0.48% of the portfolio and ranks #53 among its holdings.

353 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Wavvest Wealth LLC held 7,664 shares of U.S. Small Cap Portfolio ETF Class Shares worth $593K as of Q3 2026.
U.S. Small Cap Portfolio ETF Class Shares was a new Wavvest Wealth LLC position in Q3 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.48% of Wavvest Wealth LLC's portfolio in Q3 2026, its #53 holding.
353 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.