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 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 $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 United Bank & Trust's DFAS Position: Q1 2026 in Review

First United Bank & Trust held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 585 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #245.

First United Bank & Trust first reported a position in DFAS in Q4 2023 and has held it in 10 quarters since. The position peaked at $44.7K in Q4 2023. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

First United Bank & Trust held 585 shares of Dimensional US Small Cap ETF worth $41.6K as of Q1 2026.
First United Bank & Trust left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
Dimensional US Small Cap ETF made up 0.01% of First United Bank & Trust's portfolio in Q1 2026, its #245 holding.
First United Bank & Trust first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
First United Bank & Trust's Dimensional US Small Cap ETF position peaked at $44.7K in Q4 2023.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on First United Bank & Trust's 13F filing for Q1 2026, filed 21 Apr 2026.