Intelligence Driven Advisers’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Intelligence Driven Advisers’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	$1.31M	Sell	16,952 -598	-3%	-$48.6K	0.23%	46
2026 Q2	$1.45M	Sell	17,550 -514	-3%	-$39.8K	0.23%	42
2026 Q1	$1.28M	Sell	18,064 -928	-5%	-$68.1K	0.22%	43
2025 Q4	$1.32M	Sell	18,992 -24,147	-56%	-$1.66M	0.19%	43
2025 Q3	$2.95M	Sell	43,139 -1,086	-2%	-$72.5K	0.41%	25
2025 Q2	$2.82M	Buy	44,225 +29,971	+210%	+$1.8M	0.43%	24
2025 Q1	$852K	Buy	+14,254	New	+$917K	0.16%	46

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

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

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

BWMG

Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

Intelligence Driven Advisers's DFAS Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 3.4% in Q3 2026, selling an estimated $48.6K and leaving 16,952 shares worth $1.31M. The position accounts for 0.23% of the portfolio, ranked #46.

Intelligence Driven Advisers first reported a position in DFAS in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.95M in Q3 2025. 48 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Intelligence Driven Advisers held 16,952 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.31M as of Q3 2026.
Intelligence Driven Advisers sold 598 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $48.6K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.23% of Intelligence Driven Advisers's portfolio in Q3 2026, its #46 holding.
Intelligence Driven Advisers first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2025 and has held it in 7 quarters since.
Intelligence Driven Advisers's U.S. Small Cap Portfolio ETF Class Shares position peaked at $2.95M in Q3 2025.
48 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.