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

Heritage Wealth Management (Texas)’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 		$30.9M Buy
434,306
+7,181
+2% +$527K 13.2% 3
2025
Q4 		$29.8M Buy
427,125
+11,156
+3% +$769K 12.91% 3
2025
Q3 		$28.5M Buy
415,969
+7,197
+2% +$480K 12.56% 3
2025
Q2 		$26M Buy
408,772
+59,384
+17% +$3.56M 12.93% 3
2025
Q1 		$20.9M Buy
349,388
+6,196
+2% +$398K 12.09% 3
2024
Q4 		$22.3M Buy
343,192
+11,126
+3% +$744K 13.15% 3
2024
Q3 		$21.5M Sell
332,066
-838
-0.3% -$52.5K 12.48% 3
2024
Q2 		$20M Buy
332,904
+23,661
+8% +$1.42M 12.46% 3
2024
Q1 		$19.3M Buy
309,243
+8,716
+3% +$516K 12.52% 3
2023
Q4 		$17.9M Buy
300,527
+9,944
+3% +$533K 12.62% 3
2023
Q3 		$15.3M Buy
290,583
+3,793
+1% +$209K 13.85% 3
2023
Q2 		$15.7M Buy
286,790
+24,509
+9% +$1.28M 13.91% 3
2023
Q1 		$13.8M Buy
262,281
+7,924
+3% +$429K 13.31% 3
2022
Q4 		$13M Buy
+254,357
New +$13.1M 13.2% 3

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Bank of America
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IFA
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Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return