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Hardy Reed’s Dimensional US Small Cap ETF DFAS Stock Holding History

Hardy Reed’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
Q2 		$10.4M Buy
126,528
+3,522
+3% +$273K 0.67% 22
2026
Q1 		$8.75M Buy
123,006
+1,545
+1% +$113K 0.64% 23
2025
Q4 		$8.46M Buy
121,461
+5,099
+4% +$352K 0.6% 25
2025
Q3 		$7.97M Buy
116,362
+453
+0.4% +$30.2K 0.59% 26
2025
Q2 		$7.38M Buy
115,909
+7,924
+7% +$475K 0.59% 25
2025
Q1 		$6.45M Buy
107,985
+3,300
+3% +$212K 0.57% 23
2024
Q4 		$6.81M Sell
104,685
-2,195
-2% -$147K 0.6% 25
2024
Q3 		$6.93M Buy
106,880
+5,792
+6% +$363K 0.62% 24
2024
Q2 		$6.07M Buy
101,088
+6,134
+6% +$369K 0.61% 24
2024
Q1 		$5.92M Buy
94,954
+2,617
+3% +$155K 0.74% 21
2023
Q4 		$5.51M Sell
92,337
-630
-0.7% -$33.8K 0.75% 20
2023
Q3 		$4.88M Sell
92,967
-2
-0% -$110 0.88% 13
2023
Q2 		$5.09M Buy
92,969
+4,084
+5% +$213K 0.9% 14
2023
Q1 		$4.68M Buy
88,885
+4,928
+6% +$267K 0.82% 19
2022
Q4 		$4.29M Buy
83,957
+6,998
+9% +$360K 0.81% 20
2022
Q3 		$3.58M Buy
76,959
+10,701
+16% +$547K 0.79% 13
2022
Q2 		$3.18M Buy
66,258
+23,760
+56% +$1.23M 0.68% 15
2022
Q1 		$2.38M Buy
+42,498
New +$2.39M 0.45% 16

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hardy Reed's DFAS Position: Q2 2026 in Review

Hardy Reed increased its Dimensional US Small Cap ETF (DFAS) stake by 2.9% in Q2 2026, buying an estimated $273K and bringing the position to 126,528 shares worth $10.4M. The position accounts for 0.67% of the portfolio, ranked #22.

Hardy Reed first reported a position in DFAS in Q1 2022 and has held it in 18 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Hardy Reed held 126,528 shares of Dimensional US Small Cap ETF worth $10.4M as of Q2 2026.
  • Hardy Reed bought 3,522 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $273K.
  • Dimensional US Small Cap ETF made up 0.67% of Hardy Reed's portfolio in Q2 2026, its #22 holding.
  • Hardy Reed first reported a position in Dimensional US Small Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.