Grove Bank & Trust
DFAS icon

Grove Bank & Trust’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Grove 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
Q3 		$50.2K Sell
649
-237
-27% -$19.3K 0.01% 444
2026
Q2 		$73K Buy
886
+186
+27% +$14.4K 0.01% 382
2026
Q1 		$49.8K Buy
700
+235
+51% +$17.2K 0.01% 421
2025
Q4 		$32.4K Sell
465
-1,500
-76% -$103K ﹤0.01% 478
2025
Q3 		$135K Buy
+1,965
New +$131K 0.02% 295

Other funds holding DFAS

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Grove Bank & Trust's DFAS Position: Q3 2026 in Review

Grove Bank & Trust reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 27% in Q3 2026, selling an estimated $19.3K and leaving 649 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #444.

Grove Bank & Trust first reported a position in DFAS in Q3 2025 and has held it in 5 quarters since. The position peaked at $135K in Q3 2025. 278 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • Grove Bank & Trust held 649 shares of U.S. Small Cap Portfolio ETF Class Shares worth $50.2K as of Q3 2026.
  • Grove Bank & Trust sold 237 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $19.3K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #444 holding.
  • Grove Bank & Trust first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2025 and has held it in 5 quarters since.
  • Grove Bank & Trust's U.S. Small Cap Portfolio ETF Class Shares position peaked at $135K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.