Hemington Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Hemington 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
2025 Q3	$2.02M	Hold	29,511	–	–	0.26%	35
2025 Q2	$1.88M	Hold	29,511	–	–	0.27%	33
2025 Q1	$1.76M	Hold	29,511	–	–	0.27%	34
2024 Q4	$1.92M	Hold	29,511	–	–	0.48%	32
2024 Q3	$1.89M	Sell	29,511 -2,905	-9%	-$182K	0.51%	32
2024 Q2	$1.95M	Hold	32,416	–	–	0.66%	29
2024 Q1	$2.02M	Hold	32,416	–	–	0.73%	26
2023 Q4	$1.93M	Hold	32,416	–	–	0.75%	24
2023 Q3	$1.7M	Hold	32,416	–	–	0.81%	21
2023 Q2	$1.78M	Hold	32,416	–	–	0.72%	23
2023 Q1	$1.71M	Hold	32,416	–	–	0.69%	21
2022 Q4	$1.66M	Hold	32,416	–	–	0.71%	20
2022 Q3	$1.51M	Hold	32,416	–	–	0.66%	23
2022 Q2	$1.56M	Hold	32,416	–	–	0.62%	25
2022 Q1	$1.82M	Buy	+32,416	New	+$1.83M	0.61%	27
2021 Q4	–	Sell	-8,588	Closed	-$494K	–	87
2021 Q3	$494K	Buy	+8,588	New	+$495K	0.18%	57

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Hemington Wealth Management's DFAS Position: Q3 2025 in Review

Hemington Wealth Management held its Dimensional US Small Cap ETF (DFAS) position steady in Q3 2025 at 29,511 shares worth $2.02M. The position accounts for 0.26% of the portfolio, ranked #35.

Hemington Wealth Management first reported a position in DFAS in Q3 2021 and has held it in 16 quarters since. The position peaked at $2.02M in Q1 2024. 783 funds tracked by Wall St. Rank hold DFAS as of Q3 2025.

Hemington Wealth Management held 29,511 shares of Dimensional US Small Cap ETF worth $2.02M as of Q3 2025.
Hemington Wealth Management left its Dimensional US Small Cap ETF share count unchanged in Q3 2025.
Dimensional US Small Cap ETF made up 0.26% of Hemington Wealth Management's portfolio in Q3 2025, its #35 holding.
Hemington Wealth Management first reported a position in Dimensional US Small Cap ETF in Q3 2021 and has held it in 16 quarters since.
Hemington Wealth Management's Dimensional US Small Cap ETF position peaked at $2.02M in Q1 2024.
783 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.