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 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 $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Hartmann Taylor Wealth Management's DFAS Position: Q1 2026 in Review

Hartmann Taylor Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 12% in Q1 2026, buying an estimated $391K and bringing the position to 50,038 shares worth $3.56M. 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 5 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Hartmann Taylor Wealth Management held 50,038 shares of Dimensional US Small Cap ETF worth $3.56M as of Q1 2026.
Hartmann Taylor Wealth Management bought 5,332 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $391K.
Dimensional US Small Cap ETF made up 2.35% of Hartmann Taylor Wealth Management's portfolio in Q1 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 5 quarters since.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.