Heartwood Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Heartwood Wealth Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$363K	Hold
2025 Q2	$338K	Hold
2025 Q1	$317K	Hold
2024 Q4	$345K	Hold
2024 Q3	$344K	Hold
2024 Q2	$319K	Hold
2024 Q1	$331K	Hold
2023 Q4	$316K	Hold
2023 Q3	$278K	Buy