Amarillo National Bank’s Dimensional US Small Cap ETF DFAS Stock Holding History

Amarillo National Bank’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	$500K	Hold	6,076	–	–	0.08%	55
2026 Q1	$432K	Hold	6,076	–	–	0.08%	57
2025 Q4	$423K	Hold	6,076	–	–	0.07%	54
2025 Q3	$416K	Hold	6,076	–	–	0.07%	54
2025 Q2	$387K	Hold	6,076	–	–	0.07%	53
2025 Q1	$363K	Hold	6,076	–	–	0.07%	61
2024 Q4	$395K	Hold	6,076	–	–	0.07%	63
2024 Q3	$394K	Hold	6,076	–	–	0.07%	68
2024 Q2	$365K	Hold	6,076	–	–	0.07%	65
2024 Q1	$379K	Hold	6,076	–	–	0.07%	73
2023 Q4	$362K	Hold	6,076	–	–	0.07%	73
2023 Q3	$319K	Hold	6,076	–	–	0.07%	76
2023 Q2	$333K	Hold	6,076	–	–	0.06%	73
2023 Q1	$320K	Hold	6,076	–	–	0.06%	80
2022 Q4	$311K	Hold	6,076	–	–	0.07%	82
2022 Q3	$283K	Hold	6,076	–	–	0.07%	85
2022 Q2	$292K	Buy	+6,076	New	+$315K	0.06%	90

Other funds holding DFAS

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return