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

Montz Harcus 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	$294K	Buy	3,572 +10	+0.3%	+$775	0.1%	78
2026 Q1	$253K	Buy	3,562 +9	+0.3%	+$660	0.1%	75
2025 Q4	$248K	Buy	3,553 +10	+0.3%	+$689	0.1%	78
2025 Q3	$243K	Buy	3,543 +9	+0.3%	+$601	0.11%	74
2025 Q2	$225K	Buy	3,534 +164	+5%	+$9.83K	0.11%	78
2025 Q1	$201K	Buy	+3,370	New	+$217K	0.11%	77

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

Montz Harcus Wealth Management's DFAS Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 0.28% in Q2 2026, buying an estimated $775 and bringing the position to 3,572 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #78.

Montz Harcus Wealth Management first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Montz Harcus Wealth Management held 3,572 shares of Dimensional US Small Cap ETF worth $294K as of Q2 2026.
Montz Harcus Wealth Management bought 10 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $775.
Dimensional US Small Cap ETF made up 0.1% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #78 holding.
Montz Harcus Wealth Management first reported a position in Dimensional US Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.