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

HFG 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 Q1	–	Sell	-7,765	Closed	-$504K	–	53
2024 Q4	$504K	Sell	7,765 -1,827	-19%	-$122K	0.33%	30
2024 Q3	$576K	Hold	9,592	–	–	0.37%	31
2024 Q2	$576K	Sell	9,592 -7,834	-45%	-$471K	0.37%	31
2024 Q1	$1.09M	Sell	17,426 -78,158	-82%	-$4.62M	0.64%	23
2023 Q4	$5.7M	Buy	+95,584	New	+$5.12M	1.4%	19
2023 Q1	$6.15M	Buy	+116,640	New	+$6.32M	1.28%	19

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

HFG Wealth Management's DFAS Position: Q1 2025 in Review

HFG Wealth Management sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2025, closing a stake of 7,765 shares — an estimated $504K sold.

HFG Wealth Management first reported a position in DFAS in Q1 2023 and held it in 6 quarters. The position peaked at $6.15M in Q1 2023. 753 funds tracked by Wall St. Rank hold DFAS as of Q1 2025.

HFG Wealth Management reported no remaining Dimensional US Small Cap ETF position as of Q1 2025 after selling out during the quarter.
HFG Wealth Management sold 7,765 Dimensional US Small Cap ETF shares in Q1 2025, an estimated $504K.
HFG Wealth Management first reported a position in Dimensional US Small Cap ETF in Q1 2023 and held it in 6 quarters.
HFG Wealth Management's Dimensional US Small Cap ETF position peaked at $6.15M in Q1 2023.
753 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2025.

Based on HFG Wealth Management's 13F filing for Q1 2025, filed 8 Apr 2025.