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

Professional Financial 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	$686K	Hold	8,856	–	–	0.12%	85
2026 Q2	$729K	Sell	8,856 -77	-0.9%	-$5.96K	0.13%	82
2026 Q1	$635K	Buy	8,933 +24	+0.3%	+$1.76K	0.13%	87
2025 Q4	$621K	Buy	8,909 +99	+1%	+$6.82K	0.13%	80
2025 Q3	$603K	Buy	8,810 +24	+0.3%	+$1.6K	0.13%	83
2025 Q2	$560K	Buy	8,786 +24	+0.3%	+$1.44K	0.13%	80
2025 Q1	$524K	Buy	8,762 +19	+0.2%	+$1.22K	0.13%	81
2024 Q4	$569K	Buy	+8,743	New	+$585K	0.15%	79

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

Professional Financial Advisors's DFAS Position: Q3 2026 in Review

Professional Financial Advisors held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q3 2026 at 8,856 shares worth $686K. The position accounts for 0.12% of the portfolio, ranked #85.

Professional Financial Advisors first reported a position in DFAS in Q4 2024 and has held it in 8 quarters since. The position peaked at $729K in Q2 2026. 194 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Professional Financial Advisors held 8,856 shares of U.S. Small Cap Portfolio ETF Class Shares worth $686K as of Q3 2026.
Professional Financial Advisors left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.12% of Professional Financial Advisors's portfolio in Q3 2026, its #85 holding.
Professional Financial Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
Professional Financial Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $729K 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 Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.