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

Revolve Wealth 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
2025
Q3 		– Sell
-3,556
Closed -$227K – 240
2025
Q2 		$227K Hold
3,556
– – 0.03% 207
2025
Q1 		$212K Buy
+3,556
New +$229K 0.03% 211

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Revolve Wealth Partners's DFAS Position: Q3 2025 in Review

Revolve Wealth Partners sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q3 2025, closing a stake of 3,556 shares — an estimated $227K sold.

Revolve Wealth Partners first reported a position in DFAS in Q1 2025 and held it in 2 quarters. The position peaked at $227K in Q2 2025. 787 funds tracked by Wall St. Rank hold DFAS as of Q3 2025.

  • Revolve Wealth Partners reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q3 2025 after selling out during the quarter.
  • Revolve Wealth Partners sold 3,556 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2025, an estimated $227K.
  • Revolve Wealth Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2025 and held it in 2 quarters.
  • Revolve Wealth Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $227K in Q2 2025.
  • 787 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2025.

Based on Revolve Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.