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

Narus Financial Partners’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	$3.32M	Buy	42,824 +99	+0.2%	+$8.05K	0.88%	16
2026 Q2	$3.52M	Buy	42,725 +1,577	+4%	+$122K	0.9%	14
2026 Q1	$2.93M	Sell	41,148 -774	-2%	-$56.8K	0.77%	18
2025 Q4	$2.92M	Sell	41,922 -629	-1%	-$43.4K	0.8%	16
2025 Q3	$2.91M	Buy	42,551 +831	+2%	+$55.5K	0.8%	17
2025 Q2	$2.66M	Sell	41,720 -8,054	-16%	-$483K	0.83%	18
2025 Q1	$2.97M	Buy	49,774 +3,360	+7%	+$216K	1.01%	17
2024 Q4	$3.02M	Buy	46,414 +6,011	+15%	+$402K	1.02%	13
2024 Q3	$2.62M	Buy	40,403 +1,236	+3%	+$77.4K	0.94%	19
2024 Q2	$2.35M	Buy	39,167 +1,537	+4%	+$92.5K	0.95%	20
2024 Q1	$2.35M	Buy	37,630 +2,775	+8%	+$164K	1%	21
2023 Q4	$2.08M	Buy	34,855 +27,678	+386%	+$1.48M	1%	18
2023 Q3	$377K	Buy	+7,177	New	+$395K	0.19%	74

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

Narus Financial Partners's DFAS Position: Q3 2026 in Review

Narus Financial Partners increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.23% in Q3 2026, buying an estimated $8.05K and bringing the position to 42,824 shares worth $3.32M. The position accounts for 0.88% of the portfolio, ranked #16.

Narus Financial Partners first reported a position in DFAS in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.52M in Q2 2026. 168 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Narus Financial Partners held 42,824 shares of U.S. Small Cap Portfolio ETF Class Shares worth $3.32M as of Q3 2026.
Narus Financial Partners bought 99 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $8.05K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.88% of Narus Financial Partners's portfolio in Q3 2026, its #16 holding.
Narus Financial Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2023 and has held it in 13 quarters since.
Narus Financial Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $3.52M in Q2 2026.
168 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Narus Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.