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

McClarren Financial 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	$400K	Buy	5,163 +686	+15%	+$55.8K	0.2%	58
2026 Q2	$369K	Buy	+4,477	New	+$347K	0.19%	59
2024 Q3	–	Sell	-180	Closed	-$2K	–	256
2024 Q2	$2K	Buy	180 +144	+400%	+$8.67K	﹤0.01%	279
2024 Q1	$3K	Buy	36 +1	+3%	+$59	﹤0.01%	263
2023 Q4	$2K	Hold	35	–	–	﹤0.01%	316
2023 Q3	$0	Hold	35	–	–	﹤0.01%	336
2023 Q2	$1K	Hold	35	–	–	﹤0.01%	310
2023 Q1	$0	Sell	35 -1	-3%	-$54	﹤0.01%	357
2022 Q4	$1K	Hold	36	–	–	﹤0.01%	311
2022 Q3	$1K	Buy	+36	New	+$1.84K	﹤0.01%	285
2022 Q2	–	Sell	-854	Closed	-$47K	–	82
2022 Q1	$47K	Sell	854 -2	-0.2%	-$113	0.03%	130
2021 Q4	$52K	Buy	+856	New	+$51.7K	0.04%	134

Other funds holding DFAS

GWWM

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

DPW

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

EFP

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

McClarren Financial Advisors's DFAS Position: Q3 2026 in Review

McClarren Financial Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 15% in Q3 2026, buying an estimated $55.8K and bringing the position to 5,163 shares worth $400K. The position accounts for 0.2% of the portfolio, ranked #58.

McClarren Financial Advisors first reported a position in DFAS in Q4 2021 and has held it in 12 quarters since. 160 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

McClarren Financial Advisors held 5,163 shares of U.S. Small Cap Portfolio ETF Class Shares worth $400K as of Q3 2026.
McClarren Financial Advisors bought 686 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $55.8K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.2% of McClarren Financial Advisors's portfolio in Q3 2026, its #58 holding.
McClarren Financial Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and has held it in 12 quarters since.
160 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on McClarren Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.