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Grove Bank & Trust’s Dimensional US Small Cap ETF 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
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

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

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

Grove Bank & Trust increased its Dimensional US Small Cap ETF (DFAS) stake by 27% in Q2 2026, buying an estimated $14.4K and bringing the position to 886 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #382.

Grove Bank & Trust first reported a position in DFAS in Q3 2025 and has held it in 4 quarters since. The position peaked at $135K in Q3 2025. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Grove Bank & Trust held 886 shares of Dimensional US Small Cap ETF worth $73K as of Q2 2026.
  • Grove Bank & Trust bought 186 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $14.4K.
  • Dimensional US Small Cap ETF made up 0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #382 holding.
  • Grove Bank & Trust first reported a position in Dimensional US Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Grove Bank & Trust's Dimensional US Small Cap ETF position peaked at $135K in Q3 2025.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.