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

Prevail Innovative 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	$2.96M	Buy	37,978 +5,009	+15%	+$407K	0.38%	95
2026 Q2	$2.71M	Buy	32,969 +7,044	+27%	+$546K	0.4%	93
2026 Q1	$1.84M	Sell	25,925 -5,395	-17%	-$396K	0.31%	105
2025 Q4	$2.18M	Buy	31,320 +4,416	+16%	+$304K	0.39%	91
2025 Q3	$1.84M	Sell	26,904 -1,778	-6%	-$119K	0.36%	102
2025 Q2	$1.83M	Buy	28,682 +4,295	+18%	+$257K	0.41%	77
2025 Q1	$1.46M	Buy	24,387 +5,792	+31%	+$372K	0.39%	85
2024 Q4	$1.21M	Buy	18,595 +3,999	+27%	+$267K	0.35%	87
2024 Q3	$947K	Buy	14,596 +495	+4%	+$31K	0.29%	103
2024 Q2	$847K	Buy	14,101 +1,753	+14%	+$106K	0.3%	94
2024 Q1	$770K	Buy	12,348 +1,138	+10%	+$67.3K	0.29%	103
2023 Q4	$668K	Buy	11,210 +670	+6%	+$35.9K	0.32%	86
2023 Q3	$553K	Buy	+10,540	New	+$581K	0.29%	79

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Prevail Innovative Wealth Advisors's DFAS Position: Q3 2026 in Review

Prevail Innovative Wealth Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 15% in Q3 2026, buying an estimated $407K and bringing the position to 37,978 shares worth $2.96M. The position accounts for 0.38% of the portfolio, ranked #95.

Prevail Innovative Wealth Advisors first reported a position in DFAS in Q3 2023 and has held it in 13 quarters since. 593 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Prevail Innovative Wealth Advisors held 37,978 shares of U.S. Small Cap Portfolio ETF Class Shares worth $2.96M as of Q3 2026.
Prevail Innovative Wealth Advisors bought 5,009 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $407K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.38% of Prevail Innovative Wealth Advisors's portfolio in Q3 2026, its #95 holding.
Prevail Innovative Wealth Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2023 and has held it in 13 quarters since.
593 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.