First American Trust’s Dimensional US Small Cap ETF DFAS Stock Holding History

First American Trust’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 Q1	$713K	Buy	10,029 +23	+0.2%	+$1.69K	0.05%	181
2025 Q4	$697K	Buy	10,006 +29	+0.3%	+$2K	0.05%	169
2025 Q3	$683K	Buy	9,977 +27	+0.3%	+$1.8K	0.05%	160
2025 Q2	$634K	Buy	+9,950	New	+$596K	0.05%	153

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

First American Trust's DFAS Position: Q1 2026 in Review

First American Trust increased its Dimensional US Small Cap ETF (DFAS) stake by 0.23% in Q1 2026, buying an estimated $1.69K and bringing the position to 10,029 shares worth $713K. The position accounts for 0.05% of the portfolio, ranked #181.

First American Trust first reported a position in DFAS in Q2 2025 and has held it in 4 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

First American Trust held 10,029 shares of Dimensional US Small Cap ETF worth $713K as of Q1 2026.
First American Trust bought 23 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $1.69K.
Dimensional US Small Cap ETF made up 0.05% of First American Trust's portfolio in Q1 2026, its #181 holding.
First American Trust first reported a position in Dimensional US Small Cap ETF in Q2 2025 and has held it in 4 quarters since.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.