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

Peterson Wealth 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	$544K	Buy	7,030 +7	+0.1%	+$569	0.06%	63
2026 Q2	$578K	Buy	7,023 +79	+1%	+$6.12K	0.07%	61
2026 Q1	$494K	Buy	6,944 +20	+0.3%	+$1.47K	0.07%	64
2025 Q4	$482K	Buy	6,924 +2,190	+46%	+$151K	0.06%	68
2025 Q3	$323K	Buy	4,734 +537	+13%	+$35.8K	0.05%	86
2025 Q2	$267K	Sell	4,197 -15	-0.4%	-$899	0.04%	85
2025 Q1	$226K	Buy	+4,212	New	+$271K	0.04%	83

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

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Peterson Wealth Advisors's DFAS Position: Q3 2026 in Review

Peterson Wealth Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.1% in Q3 2026, buying an estimated $569 and bringing the position to 7,030 shares worth $544K. The position accounts for 0.06% of the portfolio, ranked #63.

Peterson Wealth Advisors first reported a position in DFAS in Q1 2025 and has held it in 7 quarters since. The position peaked at $578K in Q2 2026. 194 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Peterson Wealth Advisors held 7,030 shares of U.S. Small Cap Portfolio ETF Class Shares worth $544K as of Q3 2026.
Peterson Wealth Advisors bought 7 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $569.
U.S. Small Cap Portfolio ETF Class Shares made up 0.06% of Peterson Wealth Advisors's portfolio in Q3 2026, its #63 holding.
Peterson Wealth Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2025 and has held it in 7 quarters since.
Peterson Wealth Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $578K in Q2 2026.
194 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.