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

Wealthspan 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	$5.3M	Buy	68,445 +2,986	+5%	+$243K	1.6%	18
2026 Q2	$5.39M	Buy	65,459 +5,087	+8%	+$394K	1.7%	20
2026 Q1	$4.29M	Sell	60,372 -329	-0.5%	-$24.1K	1.51%	22
2025 Q4	$4.23M	Sell	60,701 -579	-0.9%	-$39.9K	1.54%	20
2025 Q3	$4.2M	Buy	61,280 +450	+0.7%	+$30K	1.6%	17
2025 Q2	$3.88M	Sell	60,830 -920	-1%	-$55.2K	1.6%	17
2025 Q1	$3.69M	Buy	61,750 +2,851	+5%	+$183K	1.7%	16
2024 Q4	$3.83M	Buy	58,899 +5,415	+10%	+$362K	1.83%	14
2024 Q3	$3.47M	Buy	53,484 +4,722	+10%	+$296K	1.71%	15
2024 Q2	$2.93M	Buy	48,762 +13,195	+37%	+$794K	1.62%	17
2024 Q1	$2.22M	Buy	35,567 +16,890	+90%	+$999K	1.31%	18
2023 Q4	$1.11M	Buy	18,677 +9,395	+101%	+$503K	0.78%	25
2023 Q3	$487K	Buy	+9,282	New	+$511K	0.38%	46

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

Wealthspan Partners's DFAS Position: Q3 2026 in Review

Wealthspan Partners increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 4.6% in Q3 2026, buying an estimated $243K and bringing the position to 68,445 shares worth $5.3M. The position accounts for 1.6% of the portfolio, ranked #18.

Wealthspan Partners first reported a position in DFAS in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.39M in Q2 2026. 765 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Wealthspan Partners held 68,445 shares of U.S. Small Cap Portfolio ETF Class Shares worth $5.3M as of Q3 2026.
Wealthspan Partners bought 2,986 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $243K.
U.S. Small Cap Portfolio ETF Class Shares made up 1.6% of Wealthspan Partners's portfolio in Q3 2026, its #18 holding.
Wealthspan Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2023 and has held it in 13 quarters since.
Wealthspan Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $5.39M in Q2 2026.
765 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Wealthspan Partners's 13F filing for Q3 2026, filed 12 Nov 2026.