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 Q2	$437K	Hold	5,302	–	–	0.03%	151
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 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

Heartwood Wealth Advisors's DFAS Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 5,302 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #151.

Heartwood Wealth Advisors first reported a position in DFAS in Q3 2023 and has held it in 12 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Heartwood Wealth Advisors held 5,302 shares of Dimensional US Small Cap ETF worth $437K as of Q2 2026.
Heartwood Wealth Advisors left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
Dimensional US Small Cap ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #151 holding.
Heartwood Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.