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HTG Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

HTG Investment Advisors’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 		$3.63M Buy
51,092
+1,530
+3% +$112K 1.03% 22
2025
Q4 		$3.45M Buy
49,562
+2,208
+5% +$152K 1.06% 22
2025
Q3 		$3.24M Buy
47,354
+4,210
+10% +$281K 1.09% 22
2025
Q2 		$2.75M Buy
43,144
+340
+0.8% +$20.4K 1.02% 22
2025
Q1 		$2.56M Sell
42,804
-435
-1% -$28K 1.07% 23
2024
Q4 		$2.81M Sell
43,239
-165
-0.4% -$11K 1.29% 21
2024
Q3 		$2.82M Buy
43,404
+1,891
+5% +$118K 1.33% 19
2024
Q2 		$2.49M Buy
41,513
+2,869
+7% +$173K 1.34% 19
2024
Q1 		$2.41M Buy
38,644
+5,963
+18% +$353K 1.4% 17
2023
Q4 		$1.95M Buy
32,681
+4,816
+17% +$258K 1.27% 18
2023
Q3 		$1.46M Buy
27,865
+1,207
+5% +$66.5K 1.17% 19
2023
Q2 		$1.46M Buy
26,658
+5,465
+26% +$285K 1.21% 20
2023
Q1 		$1.12M Buy
21,193
+1,791
+9% +$97K 1.02% 21
2022
Q4 		$992K Buy
+19,402
New +$999K 1% 22

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
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

HTG Investment Advisors's DFAS Position: Q1 2026 in Review

HTG Investment Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 3.1% in Q1 2026, buying an estimated $112K and bringing the position to 51,092 shares worth $3.63M. The position accounts for 1.03% of the portfolio, ranked #22.

HTG Investment Advisors first reported a position in DFAS in Q4 2022 and has held it in 14 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • HTG Investment Advisors held 51,092 shares of Dimensional US Small Cap ETF worth $3.63M as of Q1 2026.
  • HTG Investment Advisors bought 1,530 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $112K.
  • Dimensional US Small Cap ETF made up 1.03% of HTG Investment Advisors's portfolio in Q1 2026, its #22 holding.
  • HTG Investment Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.