Verus Financial Partners’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Verus Financial Partners’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	$1.1M	Buy	14,209 +36	+0.3%	+$2.93K	0.09%	51
2026 Q2	$1.17M	Buy	14,173 +42	+0.3%	+$3.25K	0.1%	44
2026 Q1	$1.07M	Buy	14,131 +33	+0.2%	+$2.42K	0.1%	46
2025 Q4	$1.05M	Buy	14,098 +39	+0.3%	+$2.69K	0.1%	45
2025 Q3	$962K	Buy	14,059 +39	+0.3%	+$2.6K	0.09%	46
2025 Q2	$921K	Buy	14,020 +38	+0.3%	+$2.28K	0.09%	44
2025 Q1	$779K	Buy	13,982 +30	+0.2%	+$1.93K	0.09%	42
2024 Q4	$895K	Buy	13,952 +38	+0.3%	+$2.54K	0.1%	41
2024 Q3	$892K	Buy	13,914 +35	+0.3%	+$2.19K	0.1%	39
2024 Q2	$834K	Buy	13,879 +39	+0.3%	+$2.35K	0.1%	41
2024 Q1	$863K	Buy	13,840 +22	+0.2%	+$1.3K	0.1%	38
2023 Q4	$810K	Buy	13,818 +39	+0.3%	+$2.09K	0.1%	40
2023 Q3	$702K	Buy	13,779 +42	+0.3%	+$2.31K	0.09%	44
2023 Q2	$782K	Buy	13,737 +41	+0.3%	+$2.14K	0.1%	41
2023 Q1	$683K	Buy	13,696 +28	+0.2%	+$1.52K	0.09%	48
2022 Q4	$766K	Buy	13,668 +48	+0.4%	+$2.47K	0.11%	44
2022 Q3	$678K	Buy	13,620 +39	+0.3%	+$1.99K	0.1%	45
2022 Q2	$693K	Buy	+13,581	New	+$704K	0.1%	46
2022 Q1	–	Sell	-14,046	Closed	-$843K	–	101
2021 Q4	$843K	Sell	14,046 -648	-4%	-$39.1K	0.11%	38
2021 Q3	$872K	Buy	14,694 +33	+0.2%	+$1.9K	0.13%	36
2021 Q2	$823K	Buy	+14,661	New	+$853K	0.13%	37

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

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

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Verus Financial Partners's DFAS Position: Q3 2026 in Review

Verus Financial Partners increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.25% in Q3 2026, buying an estimated $2.93K and bringing the position to 14,209 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #51.

Verus Financial Partners first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.17M in Q2 2026. 604 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Verus Financial Partners held 14,209 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.1M as of Q3 2026.
Verus Financial Partners bought 36 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $2.93K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.09% of Verus Financial Partners's portfolio in Q3 2026, its #51 holding.
Verus Financial Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
Verus Financial Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $1.17M in Q2 2026.
604 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Verus Financial Partners's 13F filing for Q3 2026, filed 29 Oct 2026.