SJS Investment Consulting’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

SJS Investment Consulting’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	$720K	Sell	9,297 -57	-0.6%	-$4.63K	0.07%	71
2026 Q2	$770K	Sell	9,354 -471	-5%	-$36.5K	0.08%	66
2026 Q1	$699K	Hold	9,825	–	–	0.09%	63
2025 Q4	$685K	Sell	9,825 -300	-3%	-$20.7K	0.09%	60
2025 Q3	$693K	Sell	10,125 -391	-4%	-$26.1K	0.09%	62
2025 Q2	$670K	Sell	10,516 -133	-1%	-$7.97K	0.11%	47
2025 Q1	$636K	Buy	10,649 +120	+1%	+$7.72K	0.11%	45
2024 Q4	$685K	Hold	10,529	–	–	0.12%	43
2024 Q3	$683K	Hold	10,529	–	–	0.12%	40
2024 Q2	$633K	Sell	10,529 -1,632	-13%	-$98.2K	0.12%	38
2024 Q1	$758K	Hold	12,161	–	–	0.15%	33
2023 Q4	$725K	Sell	12,161 -826	-6%	-$44.3K	0.16%	36
2023 Q3	$682K	Sell	12,987 -50	-0.4%	-$2.76K	0.17%	33
2023 Q2	$714K	Hold	13,037	–	–	0.18%	33
2023 Q1	$687K	Sell	13,037 -20	-0.2%	-$1.08K	0.19%	35
2022 Q4	$668K	Sell	13,057 -50	-0.4%	-$2.57K	0.2%	36
2022 Q3	$610K	Buy	+13,107	New	+$670K	0.21%	32
2022 Q1	$735K	Sell	13,108 -303	-2%	-$17.1K	0.22%	34
2021 Q4	$805K	Buy	+13,411	New	+$810K	0.24%	34

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

SJS Investment Consulting's DFAS Position: Q3 2026 in Review

SJS Investment Consulting reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.61% in Q3 2026, selling an estimated $4.63K and leaving 9,297 shares worth $720K. The position accounts for 0.07% of the portfolio, ranked #71.

SJS Investment Consulting first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. The position peaked at $805K in Q4 2021. 412 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

SJS Investment Consulting held 9,297 shares of U.S. Small Cap Portfolio ETF Class Shares worth $720K as of Q3 2026.
SJS Investment Consulting sold 57 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $4.63K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.07% of SJS Investment Consulting's portfolio in Q3 2026, its #71 holding.
SJS Investment Consulting first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and has held it in 19 quarters since.
SJS Investment Consulting's U.S. Small Cap Portfolio ETF Class Shares position peaked at $805K in Q4 2021.
412 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.