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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
Q2 		$3.78M Sell
45,917
-909
-2% -$70.4K 0.08% 257
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 $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IHT Wealth Management's DFAS Position: Q2 2026 in Review

IHT Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 1.9% in Q2 2026, selling an estimated $70.4K and leaving 45,917 shares worth $3.78M. The position accounts for 0.08% of the portfolio, ranked #257.

IHT Wealth Management first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.25M in Q3 2024. 914 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • IHT Wealth Management held 45,917 shares of Dimensional US Small Cap ETF worth $3.78M as of Q2 2026.
  • IHT Wealth Management sold 909 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $70.4K.
  • Dimensional US Small Cap ETF made up 0.08% of IHT Wealth Management's portfolio in Q2 2026, its #257 holding.
  • IHT Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • IHT Wealth Management's Dimensional US Small Cap ETF position peaked at $4.25M in Q3 2024.
  • 914 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.