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Prudent Investor Advisors, LLC’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Prudent Investor Advisors, LLC’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 		$340K Buy
+4,398
New +$358K 0.27% 26

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

Prudent Investor Advisors, LLC's DFAS Position: Q3 2026 in Review

Prudent Investor Advisors, LLC opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q3 2026: 4,398 shares worth $340K. The stake represents 0.27% of the portfolio and ranks #26 among its holdings.

298 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • Prudent Investor Advisors, LLC held 4,398 shares of U.S. Small Cap Portfolio ETF Class Shares worth $340K as of Q3 2026.
  • U.S. Small Cap Portfolio ETF Class Shares was a new Prudent Investor Advisors, LLC position in Q3 2026.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.27% of Prudent Investor Advisors, LLC's portfolio in Q3 2026, its #26 holding.
  • 298 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Prudent Investor Advisors, LLC's 13F filing for Q3 2026, filed 22 Oct 2026.