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

First United 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 Q2	$48.2K	Hold	585	–	–	0.01%	247
2026 Q1	$41.6K	Hold	585	–	–	0.01%	245
2025 Q4	$40.8K	Hold	585	–	–	0.01%	244
2025 Q3	$40K	Hold	585	–	–	0.01%	245
2025 Q2	$37.3K	Sell	585 -40	-6%	-$2.4K	0.01%	243
2025 Q1	$37.3K	Sell	625 -50	-7%	-$3.21K	0.01%	247
2024 Q4	$43.9K	Hold	675	–	–	0.02%	233
2024 Q3	$43.8K	Hold	675	–	–	0.02%	234
2024 Q2	$40.6K	Sell	675 -25	-4%	-$1.5K	0.02%	241
2024 Q1	$43.6K	Sell	700 -50	-7%	-$2.96K	0.02%	251
2023 Q4	$44.7K	Buy	+750	New	+$40.2K	0.02%	244

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 United Bank & Trust's DFAS Position: Q2 2026 in Review

First United Bank & Trust held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 585 shares worth $48.2K. The position accounts for 0.01% of the portfolio, ranked #247.

First United Bank & Trust first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

First United Bank & Trust held 585 shares of Dimensional US Small Cap ETF worth $48.2K as of Q2 2026.
First United Bank & Trust left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
Dimensional US Small Cap ETF made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #247 holding.
First United Bank & Trust first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.