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

Wavvest 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	$593K	Buy	+7,664	New	+$623K	0.48%	53

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

Wavvest Wealth's DFAS Position: Q3 2026 in Review

Wavvest Wealth opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q3 2026: 7,664 shares worth $593K. The stake represents 0.48% of the portfolio and ranks #53 among its holdings.

626 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Wavvest Wealth held 7,664 shares of U.S. Small Cap Portfolio ETF Class Shares worth $593K as of Q3 2026.
U.S. Small Cap Portfolio ETF Class Shares was a new Wavvest Wealth position in Q3 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.48% of Wavvest Wealth's portfolio in Q3 2026, its #53 holding.
626 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Wavvest Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.