Bangor Savings Bank’s Dimensional US Small Cap ETF DFAS Stock Holding History

Bangor Savings 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	$3.29K	Hold	40	–	–	﹤0.01%	487
2026 Q1	$2.85K	Hold	40	–	–	﹤0.01%	503
2025 Q4	$2.79K	Hold	40	–	–	﹤0.01%	559
2025 Q3	$2.74K	Hold	40	–	–	﹤0.01%	502
2025 Q2	$2.55K	Sell	40 -280	-88%	-$16.8K	﹤0.01%	496
2025 Q1	$19.1K	Buy	+320	New	+$20.6K	﹤0.01%	378

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