Wedmont Private Capital’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Wedmont Private Capital’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	$788K	Buy	10,088 +231	+2%	+$18.8K	0.02%	453
2026 Q2	$800K	Buy	9,857 +1,597	+19%	+$124K	0.02%	406
2026 Q1	$613K	Buy	+8,260	New	+$606K	0.02%	427

Other funds holding DFAS

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

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

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

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

Wedmont Private Capital's DFAS Position: Q3 2026 in Review

Wedmont Private Capital increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 2.3% in Q3 2026, buying an estimated $18.8K and bringing the position to 10,088 shares worth $788K. The position accounts for 0.02% of the portfolio, ranked #453.

Wedmont Private Capital first reported a position in DFAS in Q1 2026 and has held it in 3 quarters since. The position peaked at $800K in Q2 2026. 409 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Wedmont Private Capital held 10,088 shares of U.S. Small Cap Portfolio ETF Class Shares worth $788K as of Q3 2026.
Wedmont Private Capital bought 231 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $18.8K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #453 holding.
Wedmont Private Capital first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2026 and has held it in 3 quarters since.
Wedmont Private Capital's U.S. Small Cap Portfolio ETF Class Shares position peaked at $800K in Q2 2026.
409 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.