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

Frank Rimerman 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	–	Sell	-4,582	Closed	-$377K	–	613
2026 Q2	$377K	Sell	4,582 -1	-0%	-$77	0.02%	463
2026 Q1	$326K	Hold	4,583	–	–	0.02%	473
2025 Q4	$319K	Hold	4,583	–	–	0.02%	492
2025 Q3	$314K	Hold	4,583	–	–	0.02%	473
2025 Q2	$292K	Buy	4,583 +1	+0%	+$60	0.02%	462
2025 Q1	$274K	Hold	4,582	–	–	0.02%	427
2024 Q4	$298K	Hold	4,582	–	–	0.02%	417
2024 Q3	$297K	Hold	4,582	–	–	0.02%	423
2024 Q2	$275K	Sell	4,582 -1	-0%	-$60	0.02%	461
2024 Q1	$286K	Hold	4,583	–	–	0.06%	90
2023 Q4	$273K	Buy	4,583 +5	+0.1%	+$268	0.06%	90
2023 Q3	$240K	Buy	4,578 +5	+0.1%	+$275	0.06%	87
2023 Q2	$251K	Buy	4,573 +6	+0.1%	+$313	0.06%	94
2023 Q1	$241K	Buy	4,567 +3	+0.1%	+$162	0.07%	94
2022 Q4	$233K	Buy	4,564 +6	+0.1%	+$309	0.07%	86
2022 Q3	$212K	Buy	4,558 +5	+0.1%	+$255	0.08%	86
2022 Q2	$219K	Buy	4,553 +5	+0.1%	+$259	0.08%	77
2022 Q1	$255K	Buy	4,548 +2	+0%	+$113	0.08%	111
2021 Q4	$273K	Buy	4,546 +44	+1%	+$2.66K	0.09%	100
2021 Q3	$259K	Buy	4,502 +4	+0.1%	+$231	0.1%	94
2021 Q2	$263K	Buy	+4,498	New	+$262K	0.1%	75

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

Frank Rimerman Advisors's DFAS Position: Q3 2026 in Review

Frank Rimerman Advisors sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q3 2026, closing a stake of 4,582 shares — an estimated $377K sold.

Frank Rimerman Advisors first reported a position in DFAS in Q2 2021 and held it in 21 quarters. The position peaked at $377K in Q2 2026. 166 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Frank Rimerman Advisors reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 4,582 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $377K.
Frank Rimerman Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and held it in 21 quarters.
Frank Rimerman Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $377K 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 Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.