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Heritage Wealth Management (California)’s Dimensional US Small Cap ETF DFAS Stock Holding History

Heritage Wealth Management (California)’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
Q4 		– Sell
-3,627
Closed -$248K – 92
2025
Q3 		$248K Buy
3,627
+202
+6% +$13.5K 0.17% 82
2025
Q2 		$218K Buy
+3,425
New +$205K 0.15% 81

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Bank of America
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Heritage Wealth Management (California)'s DFAS Position: Q4 2025 in Review

Heritage Wealth Management (California) sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2025, closing a stake of 3,627 shares — an estimated $248K sold.

Heritage Wealth Management (California) first reported a position in DFAS in Q2 2025 and held it in 2 quarters. The position peaked at $248K in Q3 2025. 870 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

  • Heritage Wealth Management (California) reported no remaining Dimensional US Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Management (California) sold 3,627 Dimensional US Small Cap ETF shares in Q4 2025, an estimated $248K.
  • Heritage Wealth Management (California) first reported a position in Dimensional US Small Cap ETF in Q2 2025 and held it in 2 quarters.
  • Heritage Wealth Management (California)'s Dimensional US Small Cap ETF position peaked at $248K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on Heritage Wealth Management (California)'s 13F filing for Q4 2025, filed 4 Feb 2026.