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

Kondo Wealth Advisors’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	$5.12M	Buy	66,143 +495	+0.8%	+$40.2K	1.71%	12
2026 Q2	$5.41M	Sell	65,648 -292	-0.4%	-$22.6K	1.81%	12
2026 Q1	$4.69M	Sell	65,940 -152	-0.2%	-$11.2K	1.77%	12
2025 Q4	$4.61M	Buy	66,092 +93	+0.1%	+$6.41K	1.76%	12
2025 Q3	$4.52M	Sell	65,999 -1,899	-3%	-$127K	1.82%	12
2025 Q2	$4.39M	Buy	67,898 +576	+0.9%	+$34.5K	1.94%	12
2025 Q1	$4.02M	Sell	67,322 -144	-0.2%	-$9.26K	1.98%	12
2024 Q4	$4.39M	Buy	+67,466	New	+$4.51M	2.23%	12

Other funds holding DFAS

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

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

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 13.73% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kondo Wealth Advisors's DFAS Position: Q3 2026 in Review

Kondo Wealth Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.75% in Q3 2026, buying an estimated $40.2K and bringing the position to 66,143 shares worth $5.12M. The position accounts for 1.71% of the portfolio, ranked #12.

Kondo Wealth Advisors first reported a position in DFAS in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.41M in Q2 2026. 227 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Kondo Wealth Advisors held 66,143 shares of U.S. Small Cap Portfolio ETF Class Shares worth $5.12M as of Q3 2026.
Kondo Wealth Advisors bought 495 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $40.2K.
U.S. Small Cap Portfolio ETF Class Shares made up 1.71% of Kondo Wealth Advisors's portfolio in Q3 2026, its #12 holding.
Kondo Wealth Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
Kondo Wealth Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $5.41M in Q2 2026.
227 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Kondo Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.