RF&L Wealth Management’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAS
RF&L Wealth Management's DFAS Position: Q3 2026 in Review
RF&L Wealth Management increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.44% in Q3 2026, buying an estimated $32.5K and bringing the position to 91,461 shares worth $7.08M. The position accounts for 4.76% of the portfolio, ranked #7.
RF&L Wealth Management first reported a position in DFAS in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.5M in Q2 2026. 227 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.
- RF&L Wealth Management held 91,461 shares of U.S. Small Cap Portfolio ETF Class Shares worth $7.08M as of Q3 2026.
- RF&L Wealth Management bought 400 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $32.5K.
- U.S. Small Cap Portfolio ETF Class Shares made up 4.76% of RF&L Wealth Management's portfolio in Q3 2026, its #7 holding.
- RF&L Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2022 and has held it in 16 quarters since.
- RF&L Wealth Management's U.S. Small Cap Portfolio ETF Class Shares position peaked at $7.5M in Q2 2026.
- 227 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.
Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.