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

Stone Summit Wealth’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	$522K	Hold	6,737	–	–	0.14%	93
2026 Q2	$555K	Hold	6,737	–	–	0.14%	93
2026 Q1	$479K	Hold	6,737	–	–	0.13%	94
2025 Q4	$469K	Hold	6,737	–	–	0.13%	103
2025 Q3	$461K	Hold	6,737	–	–	0.13%	104
2025 Q2	$429K	Hold	6,737	–	–	0.13%	109
2025 Q1	$403K	Sell	6,737 -370	-5%	-$23.8K	0.14%	110
2024 Q4	$463K	Buy	7,107 +370	+5%	+$24.7K	0.16%	101
2024 Q3	$437K	Hold	6,737	–	–	0.14%	108
2024 Q2	$405K	Hold	6,737	–	–	0.15%	107
2024 Q1	$420K	Hold	6,737	–	–	0.15%	107
2023 Q4	$402K	Hold	6,737	–	–	0.15%	112
2023 Q3	$354K	Hold	6,737	–	–	0.15%	114
2023 Q2	$369K	Hold	6,737	–	–	0.15%	108
2023 Q1	$355K	Hold	6,737	–	–	0.16%	105
2022 Q4	$345K	Hold	6,737	–	–	0.17%	106
2022 Q3	$313K	Hold	6,737	–	–	0.19%	101
2022 Q2	$323K	Hold	6,737	–	–	0.19%	103
2022 Q1	$380K	Hold	6,737	–	–	0.21%	98
2021 Q4	$404K	Buy	+6,737	New	+$407K	0.33%	85

Other funds holding DFAS

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stone Summit Wealth's DFAS Position: Q3 2026 in Review

Stone Summit Wealth held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q3 2026 at 6,737 shares worth $522K. The position accounts for 0.14% of the portfolio, ranked #93.

Stone Summit Wealth first reported a position in DFAS in Q4 2021 and has held it in 20 quarters since. The position peaked at $555K in Q2 2026. 227 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Stone Summit Wealth held 6,737 shares of U.S. Small Cap Portfolio ETF Class Shares worth $522K as of Q3 2026.
Stone Summit Wealth left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.14% of Stone Summit Wealth's portfolio in Q3 2026, its #93 holding.
Stone Summit Wealth first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and has held it in 20 quarters since.
Stone Summit Wealth's U.S. Small Cap Portfolio ETF Class Shares position peaked at $555K in Q2 2026.
227 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.