FCBT
DFAS icon

First Citizens Bank & Trust’s Dimensional US Small Cap ETF DFAS Stock Holding History

First Citizens Bank & 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 		– Sell
-2,960
Closed -$206K – 653
2025
Q4 		$206K Buy
+2,960
New +$204K ﹤0.01% 627

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
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 $2.31B AUM 26.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

First Citizens Bank & Trust's DFAS Position: Q1 2026 in Review

First Citizens Bank & Trust sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2026, closing a stake of 2,960 shares — an estimated $206K sold.

First Citizens Bank & Trust first reported a position in DFAS in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 884 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • First Citizens Bank & Trust reported no remaining Dimensional US Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • First Citizens Bank & Trust sold 2,960 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $206K.
  • First Citizens Bank & Trust first reported a position in Dimensional US Small Cap ETF in Q4 2025 and held it in 1 quarter.
  • First Citizens Bank & Trust's Dimensional US Small Cap ETF position peaked at $206K in Q4 2025.
  • 884 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on First Citizens Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.