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

Hiley Hunt 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
2026 Q2	$6.34M	Buy	77,017 +2,170	+3%	+$168K	2.51%	12
2026 Q1	$5.32M	Buy	74,847 +2,950	+4%	+$216K	2.35%	13
2025 Q4	$5.01M	Buy	71,897 +1,421	+2%	+$98K	2.24%	13
2025 Q3	$4.82M	Buy	70,476 +4,266	+6%	+$285K	2.27%	12
2025 Q2	$4.3M	Buy	66,210 +3,942	+6%	+$236K	2.17%	12
2025 Q1	$3.74M	Buy	62,268 +5,380	+9%	+$346K	2.04%	12
2024 Q4	$3.7M	Buy	56,888 +2,356	+4%	+$158K	2.05%	12
2024 Q3	$3.54M	Buy	54,532 +4,192	+8%	+$262K	2.03%	12
2024 Q2	$3.02M	Buy	50,340 +6,356	+14%	+$383K	1.87%	12
2024 Q1	$2.74M	Buy	43,984 +7,922	+22%	+$469K	1.8%	12
2023 Q4	$2.15M	Buy	+36,062	New	+$1.93M	1.59%	13

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hiley Hunt Wealth Management's DFAS Position: Q2 2026 in Review

Hiley Hunt Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 2.9% in Q2 2026, buying an estimated $168K and bringing the position to 77,017 shares worth $6.34M. The position accounts for 2.51% of the portfolio, ranked #12.

Hiley Hunt Wealth Management first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Hiley Hunt Wealth Management held 77,017 shares of Dimensional US Small Cap ETF worth $6.34M as of Q2 2026.
Hiley Hunt Wealth Management bought 2,170 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $168K.
Dimensional US Small Cap ETF made up 2.51% of Hiley Hunt Wealth Management's portfolio in Q2 2026, its #12 holding.
Hiley Hunt Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.