Hartmann Taylor Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Hartmann Taylor Wealth Management’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	$3.55M	Sell	49,934 -104	-0.2%	-$8.06K	2.35%	11
2026 Q1	$3.56M	Buy	50,038 +5,332	+12%	+$391K	2.35%	11
2025 Q4	$3.11M	Buy	44,706 +5,091	+13%	+$351K	2.1%	12
2025 Q3	$2.71M	Buy	39,615 +11,368	+40%	+$759K	1.95%	15
2025 Q2	$1.8M	Buy	28,247 +6,940	+33%	+$416K	1.5%	18
2025 Q1	$1.27M	Buy	+21,307	New	+$1.37M	1.14%	23

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hartmann Taylor Wealth Management's DFAS Position: Q2 2026 in Review

Hartmann Taylor Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.21% in Q2 2026, selling an estimated $8.06K and leaving 49,934 shares worth $3.55M. The position accounts for 2.35% of the portfolio, ranked #11.

Hartmann Taylor Wealth Management first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.56M in Q1 2026. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Hartmann Taylor Wealth Management held 49,934 shares of Dimensional US Small Cap ETF worth $3.55M as of Q2 2026.
Hartmann Taylor Wealth Management sold 104 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $8.06K.
Dimensional US Small Cap ETF made up 2.35% of Hartmann Taylor Wealth Management's portfolio in Q2 2026, its #11 holding.
Hartmann Taylor Wealth Management first reported a position in Dimensional US Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
Hartmann Taylor Wealth Management's Dimensional US Small Cap ETF position peaked at $3.56M in Q1 2026.
912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.