IWM
DFAS icon

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

IHT 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
Q1 		$3.33M Sell
46,826
-1,669
-3% -$122K 0.08% 253
2025
Q4 		$3.38M Buy
48,495
+1,912
+4% +$132K 0.08% 247
2025
Q3 		$3.19M Buy
46,583
+1,627
+4% +$109K 0.08% 241
2025
Q2 		$2.86M Sell
44,956
-1,538
-3% -$92.2K 0.08% 246
2025
Q1 		$2.78M Sell
46,494
-2,120
-4% -$136K 0.09% 218
2024
Q4 		$3.16M Sell
48,614
-17,242
-26% -$1.15M 0.1% 197
2024
Q3 		$4.25M Buy
65,856
+23,699
+56% +$1.48M 0.12% 176
2024
Q2 		$2.53M Buy
42,157
+365
+0.9% +$22K 0.09% 214
2024
Q1 		$2.61M Sell
41,792
-1,084
-3% -$64.1K 0.1% 206
2023
Q4 		$2.56M Buy
42,876
+7,708
+22% +$413K 0.11% 178
2023
Q3 		$1.85M Buy
35,168
+7,616
+28% +$420K 0.09% 207
2023
Q2 		$1.51M Buy
27,552
+20,642
+299% +$1.08M 0.08% 241
2023
Q1 		$364K Buy
6,910
+310
+5% +$16.8K 0.02% 626
2022
Q4 		$338K Buy
6,600
+288
+5% +$14.8K 0.02% 608
2022
Q3 		$294K Buy
6,312
+1,370
+28% +$70K 0.02% 631
2022
Q2 		$237K Buy
+4,942
New +$256K 0.02% 607
2022
Q1 		– Sell
-4,923
Closed -$295K – 788
2021
Q4 		$295K Buy
4,923
+121
+3% +$7.31K 0.02% 620
2021
Q3 		$276K Buy
4,802
+10
+0.2% +$577 0.02% 620
2021
Q2 		$280K Buy
+4,792
New +$279K 0.02% 745

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

IHT Wealth Management's DFAS Position: Q1 2026 in Review

IHT Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 3.4% in Q1 2026, selling an estimated $122K and leaving 46,826 shares worth $3.33M. The position accounts for 0.08% of the portfolio, ranked #253.

IHT Wealth Management first reported a position in DFAS in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.25M in Q3 2024. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • IHT Wealth Management held 46,826 shares of Dimensional US Small Cap ETF worth $3.33M as of Q1 2026.
  • IHT Wealth Management sold 1,669 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $122K.
  • Dimensional US Small Cap ETF made up 0.08% of IHT Wealth Management's portfolio in Q1 2026, its #253 holding.
  • IHT Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 19 quarters since.
  • IHT Wealth Management's Dimensional US Small Cap ETF position peaked at $4.25M in Q3 2024.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.