Wood Tarver Financial Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Wood Tarver Financial Group’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	$12.3M	Buy	149,093 +8,640	+6%	+$669K	2.9%	7
2026 Q1	$9.99M	Buy	140,453 +4,544	+3%	+$333K	2.76%	9
2025 Q4	$9.47M	Buy	135,909 +4,895	+4%	+$337K	2.66%	7
2025 Q3	$8.97M	Buy	131,014 +5,639	+4%	+$376K	2.65%	7
2025 Q2	$7.99M	Sell	125,375 -3,048	-2%	-$183K	2.4%	9
2025 Q1	$7.67M	Buy	128,423 +9,822	+8%	+$632K	2.5%	9
2024 Q4	$7.72M	Buy	+118,601	New	+$7.93M	2.58%	10

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

Wood Tarver Financial Group's DFAS Position: Q2 2026 in Review

Wood Tarver Financial Group increased its Dimensional US Small Cap ETF (DFAS) stake by 6.2% in Q2 2026, buying an estimated $669K and bringing the position to 149,093 shares worth $12.3M. The position accounts for 2.9% of the portfolio, ranked #7.

Wood Tarver Financial Group first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Wood Tarver Financial Group held 149,093 shares of Dimensional US Small Cap ETF worth $12.3M as of Q2 2026.
Wood Tarver Financial Group bought 8,640 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $669K.
Dimensional US Small Cap ETF made up 2.9% of Wood Tarver Financial Group's portfolio in Q2 2026, its #7 holding.
Wood Tarver Financial Group first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.