Seneschal Advisors’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Seneschal Advisors’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	$6.04M	Sell	78,000 -782	-1%	-$63.6K	4.04%	7
2026 Q2	$6.49M	Sell	78,782 -1,954	-2%	-$151K	4.44%	6
2026 Q1	$5.74M	Buy	80,736 +1,173	+1%	+$86.1K	4.26%	7
2025 Q4	$5.54M	Sell	79,563 -5,022	-6%	-$346K	4.08%	7
2025 Q3	$5.79M	Buy	84,585 +1,358	+2%	+$90.6K	4.2%	7
2025 Q2	$5.3M	Buy	83,227 +2,527	+3%	+$151K	4.18%	7
2025 Q1	$4.82M	Buy	80,700 +978	+1%	+$62.9K	4.14%	7
2024 Q4	$5.19M	Buy	+79,722	New	+$5.33M	4.34%	8

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

Seneschal Advisors's DFAS Position: Q3 2026 in Review

Seneschal Advisors reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.99% in Q3 2026, selling an estimated $63.6K and leaving 78,000 shares worth $6.04M. The position accounts for 4.04% of the portfolio, ranked #7.

Seneschal Advisors first reported a position in DFAS in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.49M in Q2 2026. 772 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Seneschal Advisors held 78,000 shares of U.S. Small Cap Portfolio ETF Class Shares worth $6.04M as of Q3 2026.
Seneschal Advisors sold 782 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $63.6K.
U.S. Small Cap Portfolio ETF Class Shares made up 4.04% of Seneschal Advisors's portfolio in Q3 2026, its #7 holding.
Seneschal Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
Seneschal Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $6.49M 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 Seneschal Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.