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Glenview Trust’s Dimensional US Small Cap ETF DFAS Stock Holding History

Glenview 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 		$266K Buy
+3,235
New +$251K ﹤0.01% 460
2025
Q2 		– Sell
-5,872
Closed -$351K – 506
2025
Q1 		$351K Hold
5,872
– – 0.01% 394
2024
Q4 		$382K Buy
+5,872
New +$393K 0.01% 388

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Glenview Trust's DFAS Position: Q2 2026 in Review

Glenview Trust opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 3,235 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: Glenview Trust previously reported a position in DFAS as recently as Q1 2025.

Glenview Trust first reported a position in DFAS in Q4 2024 and has held it in 3 quarters since. The position peaked at $382K in Q4 2024. 914 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Glenview Trust held 3,235 shares of Dimensional US Small Cap ETF worth $266K as of Q2 2026.
  • Dimensional US Small Cap ETF was a new Glenview Trust position in Q2 2026.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Glenview Trust's portfolio in Q2 2026, its #460 holding.
  • Glenview Trust first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • Glenview Trust's Dimensional US Small Cap ETF position peaked at $382K in Q4 2024.
  • 914 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.