Graves Light Lenhart Wealth
DFAS icon

Graves Light Lenhart Wealth’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Graves Light Lenhart Wealth’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 		$1.79M Sell
23,185
-2,208
-9% -$180K 0.17% 64
2026
Q2 		$2.09M Sell
25,393
-238
-0.9% -$18.4K 0.2% 63
2026
Q1 		$1.82M Sell
25,631
-112
-0.4% -$8.22K 0.19% 64
2025
Q4 		$1.79M Buy
25,743
+1,496
+6% +$103K 0.19% 64
2025
Q3 		$1.66M Buy
24,247
+12
+0% +$801 0.18% 67
2025
Q2 		$1.54M Buy
24,235
+3,866
+19% +$232K 0.18% 68
2025
Q1 		$1.22M Buy
20,369
+114
+0.6% +$7.33K 0.15% 74
2024
Q4 		$1.32M Sell
20,255
-146
-0.7% -$9.8K 0.16% 72
2024
Q3 		$1.32M Sell
20,401
-5,453
-21% -$341K 0.16% 72
2024
Q2 		$1.54M Buy
25,854
+10
+0% +$602 0.18% 70
2024
Q1 		$1.61M Buy
25,844
+2,395
+10% +$142K 0.19% 69
2023
Q4 		$1.4M Buy
23,449
+10,682
+84% +$572K 0.17% 74
2023
Q3 		$658K Buy
12,767
+1,000
+8% +$55.1K 0.09% 93
2023
Q2 		$645K Buy
11,767
+5,964
+103% +$311K 0.09% 101
2023
Q1 		$306K Hold
5,803
– – 0.05% 129
2022
Q4 		$297K Buy
+5,803
New +$299K 0.05% 135
2022
Q3 		– Sell
-574
Closed -$28K – 268
2022
Q2 		$28K Buy
+574
New +$29.8K ﹤0.01% 374

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
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 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

Graves Light Lenhart Wealth's DFAS Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 8.7% in Q3 2026, selling an estimated $180K and leaving 23,185 shares worth $1.79M. The position accounts for 0.17% of the portfolio, ranked #64.

Graves Light Lenhart Wealth first reported a position in DFAS in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.09M in Q2 2026. 237 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • Graves Light Lenhart Wealth held 23,185 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.79M as of Q3 2026.
  • Graves Light Lenhart Wealth sold 2,208 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $180K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.17% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #64 holding.
  • Graves Light Lenhart Wealth first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2022 and has held it in 17 quarters since.
  • Graves Light Lenhart Wealth's U.S. Small Cap Portfolio ETF Class Shares position peaked at $2.09M in Q2 2026.
  • 237 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.