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

First Western Trust Bank’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	$3.49M	Sell	49,052 -2,923	-6%	-$215K	0.18%	43
2025 Q4	$3.62M	Sell	51,975 -3,818	-7%	-$263K	0.18%	43
2025 Q3	$3.82M	Sell	55,793 -3,239	-5%	-$216K	0.18%	38
2025 Q2	$3.76M	Sell	59,032 -673	-1%	-$40.3K	0.17%	44
2025 Q1	$3.57M	Sell	59,705 -991	-2%	-$63.7K	0.17%	45
2024 Q4	$3.95M	Buy	60,696 +429	+0.7%	+$28.7K	0.18%	41
2024 Q3	$3.91M	Sell	60,267 -4,049	-6%	-$253K	0.18%	45
2024 Q2	$3.86M	Buy	64,316 +2,723	+4%	+$164K	0.18%	43
2024 Q1	$3.84M	Sell	61,593 -1,861	-3%	-$110K	0.17%	48
2023 Q4	$3.78M	Sell	63,454 -4,577	-7%	-$245K	0.19%	47
2023 Q3	$3.57M	Sell	68,031 -2,954	-4%	-$163K	0.19%	48
2023 Q2	$3.89M	Buy	70,985 +1,181	+2%	+$61.6K	0.19%	52
2023 Q1	$3.68M	Buy	69,804 +3,537	+5%	+$192K	0.19%	52
2022 Q4	$3.39M	Buy	66,267 +6,293	+10%	+$324K	0.19%	55
2022 Q3	$2.79M	Sell	59,974 -918	-2%	-$46.9K	0.19%	57
2022 Q2	$2.94M	Sell	60,892 -6,908	-10%	-$358K	0.2%	56
2022 Q1	$3.85M	Buy	+67,800	New	+$3.82M	0.2%	56

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 Western Trust Bank's DFAS Position: Q1 2026 in Review

First Western Trust Bank reduced its Dimensional US Small Cap ETF (DFAS) stake by 5.6% in Q1 2026, selling an estimated $215K and leaving 49,052 shares worth $3.49M. The position accounts for 0.18% of the portfolio, ranked #43.

First Western Trust Bank first reported a position in DFAS in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.95M in Q4 2024. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

First Western Trust Bank held 49,052 shares of Dimensional US Small Cap ETF worth $3.49M as of Q1 2026.
First Western Trust Bank sold 2,923 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $215K.
Dimensional US Small Cap ETF made up 0.18% of First Western Trust Bank's portfolio in Q1 2026, its #43 holding.
First Western Trust Bank first reported a position in Dimensional US Small Cap ETF in Q1 2022 and has held it in 17 quarters since.
First Western Trust Bank's Dimensional US Small Cap ETF position peaked at $3.95M in Q4 2024.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.