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First National Bank Sioux Falls’s Dimensional US Small Cap ETF DFAS Stock Holding History

First National Bank Sioux Falls’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 		$10.9M Buy
144,794
+10,032
+7% +$736K 2.99% 10
2025
Q4 		$9.39M Buy
134,762
+3,650
+3% +$252K 2.81% 10
2025
Q3 		$8.98M Buy
131,112
+1,744
+1% +$116K 2.8% 10
2025
Q2 		$8.24M Sell
129,368
-1,420
-1% -$85.1K 3.02% 9
2025
Q1 		$7.81M Buy
130,788
+17,807
+16% +$1.15M 3.16% 8
2024
Q4 		$7.35M Buy
112,981
+7,877
+7% +$527K 3.13% 8
2024
Q3 		$6.82M Buy
105,104
+25,601
+32% +$1.6M 3.1% 8
2024
Q2 		$4.78M Buy
79,503
+21,512
+37% +$1.29M 2.48% 11
2024
Q1 		$3.62M Buy
57,991
+10,592
+22% +$627K 1.97% 13
2023
Q4 		$2.83M Buy
47,399
+15,434
+48% +$827K 1.45% 16
2023
Q3 		$1.68M Buy
31,965
+11,615
+57% +$640K 1% 24
2023
Q2 		$1.12M Buy
20,350
+15,304
+303% +$798K 0.71% 32
2023
Q1 		$266K Buy
+5,046
New +$273K 0.18% 100

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IFA
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Focus Partners Wealth
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PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
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Envestnet Asset Management
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
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return