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

Schoolcraft Capital’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	$3.13M	Buy	40,469 +405	+1%	+$32.9K	0.55%	25
2026 Q2	$3.3M	Sell	40,064 -519	-1%	-$40.2K	0.59%	25
2026 Q1	$2.89M	Buy	40,583 +187	+0.5%	+$13.7K	0.56%	25
2025 Q4	$2.81M	Sell	40,396 -557	-1%	-$38.4K	0.55%	25
2025 Q3	$2.8M	Sell	40,953 -2,123	-5%	-$142K	0.56%	25
2025 Q2	$2.74M	Sell	43,076 -5,633	-12%	-$338K	0.56%	25
2025 Q1	$2.91M	Buy	48,709 +2,090	+4%	+$134K	0.57%	25
2024 Q4	$3.03M	Buy	46,619 +538	+1%	+$36K	0.63%	23
2024 Q3	$2.99M	Buy	46,081 +524	+1%	+$32.8K	0.61%	26
2024 Q2	$2.74M	Buy	45,557 +6,463	+17%	+$389K	0.59%	26
2024 Q1	$2.44M	Buy	39,094 +969	+3%	+$57.3K	0.57%	25
2023 Q4	$2.27M	Buy	38,125 +5,750	+18%	+$308K	0.57%	25
2023 Q3	$1.7M	Buy	32,375 +1,110	+4%	+$61.2K	0.48%	28
2023 Q2	$1.71M	Buy	31,265 +2,907	+10%	+$152K	0.47%	28
2023 Q1	$1.49M	Buy	28,358 +809	+3%	+$43.8K	0.43%	28
2022 Q4	$1.41M	Buy	27,549 +4,620	+20%	+$238K	0.43%	28
2022 Q3	$1.07M	Buy	22,929 +949	+4%	+$48.5K	0.36%	25
2022 Q2	$1.06M	Sell	21,980 -11,119	-34%	-$577K	0.34%	24
2022 Q1	$1.86M	Buy	33,099 +11,669	+54%	+$657K	0.57%	22
2021 Q4	$1.29M	Sell	21,430 -126	-0.6%	-$7.61K	0.39%	23
2021 Q3	$1.24M	Sell	21,556 -598	-3%	-$34.5K	0.42%	23
2021 Q2	$1.29M	Buy	+22,154	New	+$1.29M	0.47%	22

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

Schoolcraft Capital's DFAS Position: Q3 2026 in Review

Schoolcraft Capital increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1% in Q3 2026, buying an estimated $32.9K and bringing the position to 40,469 shares worth $3.13M. The position accounts for 0.55% of the portfolio, ranked #25.

Schoolcraft Capital first reported a position in DFAS in Q2 2021 and has held it in 22 quarters since. The position peaked at $3.3M in Q2 2026. 772 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Schoolcraft Capital held 40,469 shares of U.S. Small Cap Portfolio ETF Class Shares worth $3.13M as of Q3 2026.
Schoolcraft Capital bought 405 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $32.9K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.55% of Schoolcraft Capital's portfolio in Q3 2026, its #25 holding.
Schoolcraft Capital first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 22 quarters since.
Schoolcraft Capital's U.S. Small Cap Portfolio ETF Class Shares position peaked at $3.3M in Q2 2026.
772 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Schoolcraft Capital's 13F filing for Q3 2026, filed 14 Oct 2026.