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

Heartwood Wealth Advisors’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	$377K	Hold	5,302	–	–	0.03%	150
2025 Q4	$369K	Hold	5,302	–	–	0.03%	140
2025 Q3	$363K	Hold	5,302	–	–	0.03%	145
2025 Q2	$338K	Hold	5,302	–	–	0.04%	138
2025 Q1	$317K	Hold	5,302	–	–	0.04%	133
2024 Q4	$345K	Hold	5,302	–	–	0.04%	123
2024 Q3	$344K	Hold	5,302	–	–	0.04%	124
2024 Q2	$319K	Hold	5,302	–	–	0.04%	129
2024 Q1	$331K	Hold	5,302	–	–	0.04%	112
2023 Q4	$316K	Hold	5,302	–	–	0.04%	109
2023 Q3	$278K	Buy	+5,302	New	+$292K	0.04%	111

Other funds holding DFAS

Creative Planning

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

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

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

Focus Partners Wealth

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

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

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

Envestnet Asset Management

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

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