Opus Capital Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Opus Capital Group’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	$1.16M	Sell	15,015 -293	-2%	-$23.8K	0.11%	55
2026 Q2	$1.26M	Buy	15,308 +13	+0.1%	+$1.01K	0.12%	53
2026 Q1	$1.09M	Hold	15,295	–	–	0.12%	56
2025 Q4	$1.07M	Buy	15,295 +26	+0.2%	+$1.79K	0.12%	56
2025 Q3	$1.04M	Buy	15,269 +25	+0.2%	+$1.67K	0.12%	53
2025 Q2	$971K	Buy	+15,244	New	+$914K	0.12%	53

Other funds holding DFAS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

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

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Opus Capital Group's DFAS Position: Q3 2026 in Review

Opus Capital Group reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.9% in Q3 2026, selling an estimated $23.8K and leaving 15,015 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #55.

Opus Capital Group first reported a position in DFAS in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.26M in Q2 2026. 553 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Opus Capital Group held 15,015 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.16M as of Q3 2026.
Opus Capital Group sold 293 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $23.8K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.11% of Opus Capital Group's portfolio in Q3 2026, its #55 holding.
Opus Capital Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2025 and has held it in 6 quarters since.
Opus Capital Group's U.S. Small Cap Portfolio ETF Class Shares position peaked at $1.26M in Q2 2026.
553 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Opus Capital Group's 13F filing for Q3 2026, filed 30 Oct 2026.