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

Integrated Advisors Network’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	$2.28M	Buy	29,502 +364	+1%	+$29.6K	0.1%	194
2026 Q2	$2.4M	Buy	29,138 +141	+0.5%	+$10.9K	0.11%	186
2026 Q1	$2.06M	Buy	28,997 +81	+0.3%	+$5.94K	0.11%	197
2025 Q4	$2.01M	Buy	28,916 +353	+1%	+$24.3K	0.09%	227
2025 Q3	$1.96M	Buy	28,563 +377	+1%	+$25.2K	0.08%	243
2025 Q2	$1.8M	Buy	28,186 +2,202	+8%	+$132K	0.08%	248
2025 Q1	$1.55M	Sell	25,984 -2,773	-10%	-$178K	0.08%	245
2024 Q4	$1.87M	Buy	28,757 +171	+0.6%	+$11.4K	0.09%	213
2024 Q3	$1.85M	Sell	28,586 -173	-0.6%	-$10.8K	0.09%	222
2024 Q2	$1.73M	Buy	28,759 +943	+3%	+$56.8K	0.09%	216
2024 Q1	$1.73M	Sell	27,816 -412	-1%	-$24.4K	0.09%	223
2023 Q4	$1.68M	Buy	28,228 +19,473	+222%	+$1.04M	0.1%	220
2023 Q3	$460K	Buy	8,755 +1,407	+19%	+$77.5K	0.03%	441
2023 Q2	$403K	Buy	7,348 +1,625	+28%	+$84.8K	0.02%	487
2023 Q1	$302K	Sell	5,723 -45	-0.8%	-$2.44K	0.02%	543
2022 Q4	$295K	Hold	5,768	–	–	0.02%	516
2022 Q3	$268K	Hold	5,768	–	–	0.02%	527
2022 Q2	$277K	Hold	5,768	–	–	0.02%	546
2022 Q1	$323K	Buy	5,768 +36	+0.6%	+$2.03K	0.02%	527
2021 Q4	$344K	Sell	5,732 -109	-2%	-$6.58K	0.02%	498
2021 Q3	$336K	Sell	5,841 -273	-4%	-$15.7K	0.02%	488
2021 Q2	$357K	Buy	+6,114	New	+$356K	0.03%	432

Other funds holding DFAS

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

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

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

Evanson Financial Mclean, Virginia $2.03B AUM

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

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 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 13.72% 1-Year Est. Return

Integrated Advisors Network's DFAS Position: Q3 2026 in Review

Integrated Advisors Network increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.2% in Q3 2026, buying an estimated $29.6K and bringing the position to 29,502 shares worth $2.28M. The position accounts for 0.1% of the portfolio, ranked #194.

Integrated Advisors Network first reported a position in DFAS in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.4M in Q2 2026. 298 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Integrated Advisors Network held 29,502 shares of U.S. Small Cap Portfolio ETF Class Shares worth $2.28M as of Q3 2026.
Integrated Advisors Network bought 364 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $29.6K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.1% of Integrated Advisors Network's portfolio in Q3 2026, its #194 holding.
Integrated Advisors Network first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 22 quarters since.
Integrated Advisors Network's U.S. Small Cap Portfolio ETF Class Shares position peaked at $2.4M in Q2 2026.
298 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.