Semitam Bonam’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Semitam Bonam’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	$1.39M	Buy	17,955 +1,686	+10%	+$137K	0.97%	25
2026 Q2	$1.34M	Buy	16,269 +570	+4%	+$44.2K	0.98%	26
2026 Q1	$1.12M	Buy	15,699 +615	+4%	+$45.1K	0.91%	25
2025 Q4	$1.05M	Buy	15,084 +1,527	+11%	+$105K	0.88%	27
2025 Q3	$928K	Buy	13,557 +234	+2%	+$15.6K	0.83%	27
2025 Q2	$849K	Buy	+13,323	New	+$799K	0.8%	27

Other funds holding DFAS

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

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

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Semitam Bonam's DFAS Position: Q3 2026 in Review

Semitam Bonam increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 10% in Q3 2026, buying an estimated $137K and bringing the position to 17,955 shares worth $1.39M. The position accounts for 0.97% of the portfolio, ranked #25.

Semitam Bonam first reported a position in DFAS in Q2 2025 and has held it in 6 quarters since. 409 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Semitam Bonam held 17,955 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.39M as of Q3 2026.
Semitam Bonam bought 1,686 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $137K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.97% of Semitam Bonam's portfolio in Q3 2026, its #25 holding.
Semitam Bonam first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2025 and has held it in 6 quarters since.
409 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Semitam Bonam's 13F filing for Q3 2026, filed 27 Oct 2026.