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

Resonant Capital 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	$2.13M	Buy	27,503 +986	+4%	+$80.2K	0.1%	128
2026 Q2	$2.18M	Buy	26,517 +1,429	+6%	+$111K	0.1%	126
2026 Q1	$1.78M	Sell	25,088 -12,151	-33%	-$892K	0.09%	133
2025 Q4	$2.59M	Sell	37,239 -1,185	-3%	-$81.7K	0.14%	106
2025 Q3	$2.63M	Sell	38,424 -564	-1%	-$37.6K	0.15%	105
2025 Q2	$2.48M	Buy	38,988 +4,113	+12%	+$247K	0.16%	103
2025 Q1	$2.08M	Buy	34,875 +1,282	+4%	+$82.4K	0.15%	107
2024 Q4	$2.19M	Buy	33,593 +966	+3%	+$64.6K	0.16%	102
2024 Q3	$2.12M	Sell	32,627 -248	-0.8%	-$15.5K	0.16%	104
2024 Q2	$1.98M	Buy	32,875 +23	+0.1%	+$1.38K	0.16%	106
2024 Q1	$2.05M	Hold	32,852	–	–	0.18%	105
2023 Q4	$1.96M	Buy	+32,852	New	+$1.76M	0.19%	104

Other funds holding DFAS

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

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

Evanson Financial Mclean, Virginia $2.03B AUM

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

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 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 13.72% 1-Year Est. Return

Resonant Capital Advisors's DFAS Position: Q3 2026 in Review

Resonant Capital Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 3.7% in Q3 2026, buying an estimated $80.2K and bringing the position to 27,503 shares worth $2.13M. The position accounts for 0.1% of the portfolio, ranked #128.

Resonant Capital Advisors first reported a position in DFAS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.63M in Q3 2025. 298 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Resonant Capital Advisors held 27,503 shares of U.S. Small Cap Portfolio ETF Class Shares worth $2.13M as of Q3 2026.
Resonant Capital Advisors bought 986 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $80.2K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.1% of Resonant Capital Advisors's portfolio in Q3 2026, its #128 holding.
Resonant Capital Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
Resonant Capital Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $2.63M in Q3 2025.
298 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Resonant Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.