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Horizon Financial Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

Horizon Financial Services’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 		$73.3K Hold
890
– – 0.03% 115
2026
Q1 		$63.3K Buy
+890
New +$65.3K 0.03% 102

Other funds holding DFAS

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Horizon Financial Services's DFAS Position: Q2 2026 in Review

Horizon Financial Services held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 890 shares worth $73.3K. The position accounts for 0.03% of the portfolio, ranked #115.

Horizon Financial Services first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Horizon Financial Services held 890 shares of Dimensional US Small Cap ETF worth $73.3K as of Q2 2026.
  • Horizon Financial Services left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.03% of Horizon Financial Services's portfolio in Q2 2026, its #115 holding.
  • Horizon Financial Services first reported a position in Dimensional US Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 483 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.