SEC 13F Intelligence

Wood Tarver Financial Group, LLC / DFAS

Wood Tarver Financial Group, LLC’s Dimensional Etf Trust Position

Does Wood Tarver Financial Group, LLC own Dimensional Etf Trust (DFAS)? Yes — 140.5K shares worth $10M (+2.76% of its 13F portfolio) as of Q1 2026, up from 135.9K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
140.5K
% of Portfolio
+2.76%
Quarters Held
5
currently held

Position History DFAS

Reported value by quarter
Q1 ’25: $8MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $9MQ3 ’25Q4 ’25: $9MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026140.5K$10M+2.76%
Q4 2025135.9K$9M+2.66%
Q3 2025131.0K$9M+2.65%
Q2 2025125.4K$8M+2.40%
Q1 2025128.4K$8M+2.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wood Tarver Financial Group, LLC’s full portfolio or all institutional holders of DFAS.