Kings Path Partners’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Kings Path Partners’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	$11.5K	Hold	148	–	–	﹤0.01%	253
2026 Q2	$12.2K	Hold	148	–	–	﹤0.01%	243
2026 Q1	$10.5K	Sell	148 -1	-0.7%	-$73	﹤0.01%	225
2025 Q4	$10.4K	Sell	149 -64	-30%	-$4.41K	﹤0.01%	224
2025 Q3	$14.6K	Hold	213	–	–	0.01%	222
2025 Q2	$13.5K	Buy	+213	New	+$12.8K	0.01%	214

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

Kings Path Partners's DFAS Position: Q3 2026 in Review

Kings Path Partners held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q3 2026 at 148 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Kings Path Partners first reported a position in DFAS in Q2 2025 and has held it in 6 quarters since. The position peaked at $14.6K in Q3 2025. 772 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Kings Path Partners held 148 shares of U.S. Small Cap Portfolio ETF Class Shares worth $11.5K as of Q3 2026.
Kings Path Partners left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Small Cap Portfolio ETF Class Shares made up ﹤0.01% of Kings Path Partners's portfolio in Q3 2026, its #253 holding.
Kings Path Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2025 and has held it in 6 quarters since.
Kings Path Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $14.6K in Q3 2025.
772 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.