Meriwether Wealth & Planning
DFAS icon

Meriwether Wealth & Planning’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Meriwether Wealth & Planning’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 		$72.4K Buy
+935
New +$76K 0.03% 220
2025
Q4 		– Sell
-79,255
Closed -$5.43M – 128
2025
Q3 		$5.43M Buy
79,255
+2,373
+3% +$158K 3.14% 6
2025
Q2 		$4.9M Sell
76,882
-32,693
-30% -$1.96M 3.07% 6
2025
Q1 		$6.55M Buy
109,575
+18,303
+20% +$1.18M 4.27% 4
2024
Q4 		$5.94M Buy
+91,272
New +$6.1M 4.23% 5

Other funds holding DFAS

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Meriwether Wealth & Planning's DFAS Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q3 2026: 935 shares worth $72.4K. The stake represents 0.03% of the portfolio and ranks #220 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in DFAS as recently as Q3 2025.

Meriwether Wealth & Planning first reported a position in DFAS in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.55M in Q1 2025. 298 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • Meriwether Wealth & Planning held 935 shares of U.S. Small Cap Portfolio ETF Class Shares worth $72.4K as of Q3 2026.
  • U.S. Small Cap Portfolio ETF Class Shares was a new Meriwether Wealth & Planning position in Q3 2026.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.03% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #220 holding.
  • Meriwether Wealth & Planning first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 5 quarters since.
  • Meriwether Wealth & Planning's U.S. Small Cap Portfolio ETF Class Shares position peaked at $6.55M in Q1 2025.
  • 298 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.