Gibraltar Capital Management’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Gibraltar Capital Management’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	$4.2M	Buy	54,200 +55	+0.1%	+$4.47K	0.63%	52
2026 Q2	$4.46M	Buy	54,145 +21,380	+65%	+$1.66M	0.69%	53
2026 Q1	$2.33M	Buy	+32,765	New	+$2.4M	0.4%	66

Other funds holding DFAS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Gibraltar Capital Management's DFAS Position: Q3 2026 in Review

Gibraltar Capital Management increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.1% in Q3 2026, buying an estimated $4.47K and bringing the position to 54,200 shares worth $4.2M. The position accounts for 0.63% of the portfolio, ranked #52.

Gibraltar Capital Management first reported a position in DFAS in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.46M in Q2 2026. 626 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Gibraltar Capital Management held 54,200 shares of U.S. Small Cap Portfolio ETF Class Shares worth $4.2M as of Q3 2026.
Gibraltar Capital Management bought 55 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $4.47K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.63% of Gibraltar Capital Management's portfolio in Q3 2026, its #52 holding.
Gibraltar Capital Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2026 and has held it in 3 quarters since.
Gibraltar Capital Management's U.S. Small Cap Portfolio ETF Class Shares position peaked at $4.46M in Q2 2026.
626 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Gibraltar Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.