Hiley Hunt Wealth Management’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Hiley Hunt Wealth 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	$6.23M	Buy	80,433 +3,416	+4%	+$278K	2.42%	12
2026 Q2	$6.34M	Buy	77,017 +2,170	+3%	+$168K	2.51%	12
2026 Q1	$5.32M	Buy	74,847 +2,950	+4%	+$216K	2.35%	13
2025 Q4	$5.01M	Buy	71,897 +1,421	+2%	+$98K	2.24%	13
2025 Q3	$4.82M	Buy	70,476 +4,266	+6%	+$285K	2.27%	12
2025 Q2	$4.3M	Buy	66,210 +3,942	+6%	+$236K	2.17%	12
2025 Q1	$3.74M	Buy	62,268 +5,380	+9%	+$346K	2.04%	12
2024 Q4	$3.7M	Buy	56,888 +2,356	+4%	+$158K	2.05%	12
2024 Q3	$3.54M	Buy	54,532 +4,192	+8%	+$262K	2.03%	12
2024 Q2	$3.02M	Buy	50,340 +6,356	+14%	+$383K	1.87%	12
2024 Q1	$2.74M	Buy	43,984 +7,922	+22%	+$469K	1.8%	12
2023 Q4	$2.15M	Buy	+36,062	New	+$1.93M	1.59%	13

Other funds holding DFAS

GWWM

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

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

DEM

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Hiley Hunt Wealth Management's DFAS Position: Q3 2026 in Review

Hiley Hunt Wealth Management increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 4.4% in Q3 2026, buying an estimated $278K and bringing the position to 80,433 shares worth $6.23M. The position accounts for 2.42% of the portfolio, ranked #12.

Hiley Hunt Wealth Management first reported a position in DFAS in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.34M in Q2 2026. 108 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Hiley Hunt Wealth Management held 80,433 shares of U.S. Small Cap Portfolio ETF Class Shares worth $6.23M as of Q3 2026.
Hiley Hunt Wealth Management bought 3,416 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $278K.
U.S. Small Cap Portfolio ETF Class Shares made up 2.42% of Hiley Hunt Wealth Management's portfolio in Q3 2026, its #12 holding.
Hiley Hunt Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
Hiley Hunt Wealth Management's U.S. Small Cap Portfolio ETF Class Shares position peaked at $6.34M in Q2 2026.
108 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.