DFAS — DIMENSIONAL ETF TRUST

Ownership history in Heritage Wealth Management, Inc./Texas  ·  13 quarters on record

This page tracks every 13F SEC filing in which Heritage Wealth Management, Inc./Texas reported a position in DIMENSIONAL ETF TRUST (DFAS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
13.91% (2023 Q2)
Avg. % of fund
12.92%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 427,125 +11,156 +2.7% 12.91% $29.8M $69.67
2025 Q3 ADDED 415,969 +7,197 +1.8% 12.56% $28.5M $68.27
2025 Q2 ADDED 408,772 +59,384 +17.0% 12.93% $26.0M $63.36
2025 Q1 ADDED 349,388 +6,196 +1.8% 12.09% $20.9M $59.26
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAS price (monthly, adj. close)

Other funds also holding DFAS

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 24.8% Index Fund Advisors, Inc. 3Y 19.11% DIXON FNANCIAL SERVICES, INC. 3Y 17.35% SENTINEL WEALTH MANAGEMENT, INC. 12.78% Disciplined Equity Management, Inc. 3Y 12.64% ACORN CREEK CAPITAL LLC 10.64% Stordahl Capital Management, Inc. 3Y 7Y 10.35% TCI Wealth Advisors, Inc. 3Y 7Y 9.82% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8.73% Mendota Financial Group, LLC 3Y 8.41%
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