HSG
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Helen Stephens Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Helen Stephens Group’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 		$4.56M Sell
55,413
-438
-0.8% -$33.9K 0.78% 24
2026
Q1 		$3.97M Buy
55,851
+9,882
+21% +$725K 0.79% 25
2025
Q4 		$3.2M Sell
45,969
-328
-0.7% -$22.6K 0.67% 26
2025
Q3 		$3.17M Sell
46,297
-311
-0.7% -$20.8K 0.7% 24
2025
Q2 		$2.97M Buy
46,608
+17,955
+63% +$1.08M 0.74% 22
2025
Q1 		$1.71M Buy
28,653
+2,431
+9% +$156K 0.48% 30
2024
Q4 		$1.71M Sell
26,222
-28,502
-52% -$1.91M 0.51% 29
2024
Q3 		$3.55M Buy
54,724
+9,785
+22% +$612K 1.08% 20
2024
Q2 		$2.7M Buy
44,939
+11,509
+34% +$693K 0.93% 21
2024
Q1 		$2.08M Buy
33,430
+14,063
+73% +$832K 0.8% 21
2023
Q4 		$1.15M Buy
19,367
+3,073
+19% +$165K 0.52% 29
2023
Q3 		$855K Buy
16,294
+2,407
+17% +$133K 0.44% 32
2023
Q2 		$761K Buy
13,887
+6,053
+77% +$316K 0.38% 36
2023
Q1 		$413K Buy
7,834
+347
+5% +$18.8K 0.21% 52
2022
Q4 		$383K Buy
+7,487
New +$385K 0.23% 54
2022
Q3 		– Sell
-4,233
Closed -$203K – 60
2022
Q2 		$203K Buy
4,233
+9
+0.2% +$467 0.14% 53
2022
Q1 		$237K Hold
4,224
– – 0.16% 51
2021
Q4 		$253K Buy
+4,224
New +$255K 0.2% 45

Other funds holding DFAS

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Helen Stephens Group's DFAS Position: Q2 2026 in Review

Helen Stephens Group reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.78% in Q2 2026, selling an estimated $33.9K and leaving 55,413 shares worth $4.56M. The position accounts for 0.78% of the portfolio, ranked #24.

Helen Stephens Group first reported a position in DFAS in Q4 2021 and has held it in 18 quarters since. 483 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Helen Stephens Group held 55,413 shares of Dimensional US Small Cap ETF worth $4.56M as of Q2 2026.
  • Helen Stephens Group sold 438 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $33.9K.
  • Dimensional US Small Cap ETF made up 0.78% of Helen Stephens Group's portfolio in Q2 2026, its #24 holding.
  • Helen Stephens Group first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 483 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.