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

RAM Investment 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	$259K	Buy	3,342 +7	+0.2%	+$569	0.04%	116
2026 Q2	$275K	Buy	3,335 +5	+0.2%	+$387	0.04%	102
2026 Q1	$237K	Sell	3,330 -140	-4%	-$10.3K	0.04%	106
2025 Q4	$242K	Hold	3,470	–	–	0.04%	91
2025 Q3	$238K	Hold	3,470	–	–	0.04%	92
2025 Q2	$221K	Sell	3,470 -2,025	-37%	-$121K	0.05%	89
2025 Q1	$328K	Buy	+5,495	New	+$353K	0.08%	68

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

RAM Investment Partners's DFAS Position: Q3 2026 in Review

RAM Investment Partners increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.21% in Q3 2026, buying an estimated $569 and bringing the position to 3,342 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #116.

RAM Investment Partners first reported a position in DFAS in Q1 2025 and has held it in 7 quarters since. The position peaked at $328K in Q1 2025. 768 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

RAM Investment Partners held 3,342 shares of U.S. Small Cap Portfolio ETF Class Shares worth $259K as of Q3 2026.
RAM Investment Partners 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 0.04% of RAM Investment Partners's portfolio in Q3 2026, its #116 holding.
RAM Investment Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2025 and has held it in 7 quarters since.
RAM Investment Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $328K in Q1 2025.
768 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on RAM Investment Partners's 13F filing for Q3 2026, filed 21 Oct 2026.