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

First Bancorp’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	$17M	Buy	205,995 +28,866	+16%	+$2.24M	6.69%	3
2026 Q1	$12.6M	Buy	+177,129	New	+$13M	6.26%	3

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Bancorp's DFAS Position: Q2 2026 in Review

First Bancorp increased its Dimensional US Small Cap ETF (DFAS) stake by 16% in Q2 2026, buying an estimated $2.24M and bringing the position to 205,995 shares worth $17M. The position accounts for 6.69% of the portfolio, ranked #3.

First Bancorp first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. 913 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

First Bancorp held 205,995 shares of Dimensional US Small Cap ETF worth $17M as of Q2 2026.
First Bancorp bought 28,866 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $2.24M.
Dimensional US Small Cap ETF made up 6.69% of First Bancorp's portfolio in Q2 2026, its #3 holding.
First Bancorp first reported a position in Dimensional US Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
913 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on First Bancorp's 13F filing for Q2 2026, filed 11 Aug 2026.