HWA
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Heritage Wealth Architects’s Dimensional US Small Cap ETF DFAS Stock Holding History

Heritage Wealth Architects’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 		– Sell
-5,595
Closed -$417K – 75
2025
Q4 		$417K Buy
+5,595
New +$386K 0.19% 54

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Heritage Wealth Architects's DFAS Position: Q1 2026 in Review

Heritage Wealth Architects sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2026, closing a stake of 5,595 shares — an estimated $417K sold.

Heritage Wealth Architects first reported a position in DFAS in Q4 2025 and held it in 1 quarter. The position peaked at $417K in Q4 2025. 888 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Heritage Wealth Architects reported no remaining Dimensional US Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Architects sold 5,595 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $417K.
  • Heritage Wealth Architects first reported a position in Dimensional US Small Cap ETF in Q4 2025 and held it in 1 quarter.
  • Heritage Wealth Architects's Dimensional US Small Cap ETF position peaked at $417K in Q4 2025.
  • 888 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Heritage Wealth Architects's 13F filing for Q1 2026, filed 4 May 2026.