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

Selective Wealth Management’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	$829K	Buy	10,577 +406	+4%	+$33K	0.19%	54
2026 Q2	$825K	Buy	10,171 +110	+1%	+$8.52K	0.22%	51
2026 Q1	$764K	Buy	+10,061	New	+$738K	0.23%	50

Other funds holding DFAS

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

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

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 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

Selective Wealth Management's DFAS Position: Q3 2026 in Review

Selective Wealth Management increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 4% in Q3 2026, buying an estimated $33K and bringing the position to 10,577 shares worth $829K. The position accounts for 0.19% of the portfolio, ranked #54.

Selective Wealth Management first reported a position in DFAS in Q1 2026 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Selective Wealth Management held 10,577 shares of U.S. Small Cap Portfolio ETF Class Shares worth $829K as of Q3 2026.
Selective Wealth Management bought 406 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $33K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.19% of Selective Wealth Management's portfolio in Q3 2026, its #54 holding.
Selective Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2026 and has held it in 3 quarters since.
390 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.