Lynch & Associates’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Lynch & Associates’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	$4.97M	Buy	64,171 +52,738	+461%	+$4.29M	0.71%	40
2026 Q2	$941K	Buy	11,433 +825	+8%	+$63.9K	0.16%	89
2026 Q1	$755K	Buy	10,608 +2,535	+31%	+$186K	0.14%	89
2025 Q4	$562K	Buy	8,073 +1,857	+30%	+$128K	0.11%	99
2025 Q3	$426K	Buy	6,216 +571	+10%	+$38.1K	0.08%	103
2025 Q2	$360K	Buy	5,645 +374	+7%	+$22.4K	0.07%	108
2025 Q1	$315K	Buy	5,271 +349	+7%	+$22.4K	0.07%	108
2024 Q4	$320K	Buy	4,922 +373	+8%	+$24.9K	0.07%	106
2024 Q3	$295K	Buy	4,549 +576	+14%	+$36.1K	0.06%	110
2024 Q2	$239K	Buy	+3,973	New	+$239K	0.05%	112

Other funds holding DFAS

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

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

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Lynch & Associates's DFAS Position: Q3 2026 in Review

Lynch & Associates increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 461% in Q3 2026, buying an estimated $4.29M and bringing the position to 64,171 shares worth $4.97M. The position accounts for 0.71% of the portfolio, ranked #40.

Lynch & Associates first reported a position in DFAS in Q2 2024 and has held it in 10 quarters since. 408 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Lynch & Associates held 64,171 shares of U.S. Small Cap Portfolio ETF Class Shares worth $4.97M as of Q3 2026.
Lynch & Associates bought 52,738 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $4.29M.
U.S. Small Cap Portfolio ETF Class Shares made up 0.71% of Lynch & Associates's portfolio in Q3 2026, its #40 holding.
Lynch & Associates first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2024 and has held it in 10 quarters since.
408 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.