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

Baker Boyer 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 		$2.94M Sell
35,649
-144
-0.4% -$11.2K 0.81% 15
2026
Q1 		$2.55M Buy
35,793
+608
+2% +$44.6K 0.76% 15
2025
Q4 		$2.45M Buy
35,185
+70
+0.2% +$4.83K 0.74% 15
2025
Q3 		$2.4M Buy
35,115
+888
+3% +$59.3K 0.8% 13
2025
Q2 		$2.18M Sell
34,227
-763
-2% -$45.7K 0.75% 13
2025
Q1 		$2.09M Sell
34,990
-768
-2% -$49.4K 0.77% 13
2024
Q4 		$2.33M Sell
35,758
-3,432
-9% -$230K 0.8% 15
2024
Q3 		$2.54M Sell
39,190
-417
-1% -$26.1K 0.85% 15
2024
Q2 		$2.38M Sell
39,607
-4,246
-10% -$256K 0.83% 15
2024
Q1 		$2.73M Sell
43,853
-1,023
-2% -$60.5K 0.94% 14
2023
Q4 		$2.68M Sell
44,876
-3,177
-7% -$170K 0.98% 13
2023
Q3 		$2.52M Sell
48,053
-2,622
-5% -$144K 1.03% 13
2023
Q2 		$2.78M Sell
50,675
-1,208
-2% -$63K 1.03% 12
2023
Q1 		$2.73M Sell
51,883
-1,667
-3% -$90.3K 1.05% 14
2022
Q4 		$2.74M Sell
53,550
-1,890
-3% -$97.3K 1.15% 12
2022
Q3 		$2.58M Sell
55,440
-11,493
-17% -$587K 1.14% 12
2022
Q2 		$3.21M Sell
66,933
-5,906
-8% -$306K 1.63% 11
2022
Q1 		$4.08M Sell
72,839
-2,479
-3% -$140K 1.97% 9
2021
Q4 		$4.52M Buy
+75,318
New +$4.55M 2.08% 7
2021
Q2 		$3.21M Buy
+66,933
New +$3.89M 1.63% 11

Other funds holding DFAS

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Baker Boyer National Bank's DFAS Position: Q2 2026 in Review

Baker Boyer National Bank reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.4% in Q2 2026, selling an estimated $11.2K and leaving 35,649 shares worth $2.94M. The position accounts for 0.81% of the portfolio, ranked #15.

Baker Boyer National Bank first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.52M in Q4 2021. 483 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Baker Boyer National Bank held 35,649 shares of Dimensional US Small Cap ETF worth $2.94M as of Q2 2026.
  • Baker Boyer National Bank sold 144 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $11.2K.
  • Dimensional US Small Cap ETF made up 0.81% of Baker Boyer National Bank's portfolio in Q2 2026, its #15 holding.
  • Baker Boyer National Bank first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Baker Boyer National Bank's Dimensional US Small Cap ETF position peaked at $4.52M in Q4 2021.
  • 483 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.