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

Wealthcare Advisory 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	–	Sell	-14,306	Closed	-$1.18M	–	1122
2026 Q2	$1.18M	Sell	14,306 -5,851	-29%	-$453K	0.02%	477
2026 Q1	$1.43M	Buy	20,157 +7,116	+55%	+$522K	0.03%	436
2025 Q4	$909K	Buy	13,041 +12	+0.1%	+$827	0.02%	539
2025 Q3	$892K	Sell	13,029 -11,356	-47%	-$758K	0.02%	531
2025 Q2	$1.55M	Sell	24,385 -12,968	-35%	-$777K	0.04%	382
2025 Q1	$2.23M	Buy	37,353 +24,438	+189%	+$1.57M	0.06%	263
2024 Q4	$840K	Sell	12,915 -1,577	-11%	-$105K	0.02%	460
2024 Q3	$940K	Buy	14,492 +745	+5%	+$46.6K	0.03%	433
2024 Q2	$826K	Buy	13,747 +612	+5%	+$36.8K	0.03%	437
2024 Q1	$819K	Buy	13,135 +5,294	+68%	+$313K	0.03%	426
2023 Q4	$467K	Buy	7,841 +88	+1%	+$4.72K	0.02%	496
2023 Q3	$407K	Sell	7,753 -18,327	-70%	-$1.01M	0.02%	479
2023 Q2	$1.43M	Buy	26,080 +6,566	+34%	+$343K	0.06%	229
2023 Q1	$1.03M	Buy	+19,514	New	+$1.06M	0.04%	282

Other funds holding DFAS

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 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

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Wealthcare Advisory Partners's DFAS Position: Q3 2026 in Review

Wealthcare Advisory Partners sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q3 2026, closing a stake of 14,306 shares — an estimated $1.18M sold.

Wealthcare Advisory Partners first reported a position in DFAS in Q1 2023 and held it in 14 quarters. The position peaked at $2.23M in Q1 2025. 371 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Wealthcare Advisory Partners reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 14,306 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.18M.
Wealthcare Advisory Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2023 and held it in 14 quarters.
Wealthcare Advisory Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $2.23M in Q1 2025.
371 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.