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

Lodestone 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	$136K	Buy	1,752 +3	+0.2%	+$244	0.05%	216
2026 Q2	$144K	Sell	1,749 -886	-34%	-$68.6K	0.05%	206
2026 Q1	$187K	Buy	2,635 +4	+0.2%	+$294	0.07%	180
2025 Q4	$183K	Buy	+2,631	New	+$181K	0.07%	180

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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Lodestone Wealth Management's DFAS Position: Q3 2026 in Review

Lodestone Wealth Management increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.17% in Q3 2026, buying an estimated $244 and bringing the position to 1,752 shares worth $136K. The position accounts for 0.05% of the portfolio, ranked #216.

Lodestone Wealth Management first reported a position in DFAS in Q4 2025 and has held it in 4 quarters since. The position peaked at $187K in Q1 2026. 166 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Lodestone Wealth Management held 1,752 shares of U.S. Small Cap Portfolio ETF Class Shares worth $136K as of Q3 2026.
Lodestone Wealth Management bought 3 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $244.
U.S. Small Cap Portfolio ETF Class Shares made up 0.05% of Lodestone Wealth Management's portfolio in Q3 2026, its #216 holding.
Lodestone Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2025 and has held it in 4 quarters since.
Lodestone Wealth Management's U.S. Small Cap Portfolio ETF Class Shares position peaked at $187K in Q1 2026.
166 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.