GAMMA Investing
DFAS icon

GAMMA Investing’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

GAMMA Investing’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 		$133K Hold
1,722
– – ﹤0.01% 1646
2026
Q2 		$142K Buy
+1,722
New +$133K 0.01% 1541

Other funds holding DFAS

Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GAMMA Investing's DFAS Position: Q3 2026 in Review

GAMMA Investing held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q3 2026 at 1,722 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

GAMMA Investing first reported a position in DFAS in Q2 2026 and has held it in 2 quarters since. The position peaked at $142K in Q2 2026. 166 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • GAMMA Investing held 1,722 shares of U.S. Small Cap Portfolio ETF Class Shares worth $133K as of Q3 2026.
  • GAMMA Investing left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q3 2026.
  • U.S. Small Cap Portfolio ETF Class Shares made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1646 holding.
  • GAMMA Investing first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2026 and has held it in 2 quarters since.
  • GAMMA Investing's U.S. Small Cap Portfolio ETF Class Shares position peaked at $142K 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 GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.