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Independence Bank of Kentucky’s Dimensional US Small Cap ETF DFAS Stock Holding History

Independence Bank of Kentucky’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
2025
Q4 		– Sell
-300
Closed -$20.5K – 733
2025
Q3 		$20.5K Buy
+300
New +$20K ﹤0.01% 484

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $2.31B AUM 26.52% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Independence Bank of Kentucky's DFAS Position: Q4 2025 in Review

Independence Bank of Kentucky sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2025, closing a stake of 300 shares — an estimated $20.5K sold.

Independence Bank of Kentucky first reported a position in DFAS in Q3 2025 and held it in 1 quarter. The position peaked at $20.5K in Q3 2025. 869 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

  • Independence Bank of Kentucky reported no remaining Dimensional US Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Independence Bank of Kentucky sold 300 Dimensional US Small Cap ETF shares in Q4 2025, an estimated $20.5K.
  • Independence Bank of Kentucky first reported a position in Dimensional US Small Cap ETF in Q3 2025 and held it in 1 quarter.
  • Independence Bank of Kentucky's Dimensional US Small Cap ETF position peaked at $20.5K in Q3 2025.
  • 869 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on Independence Bank of Kentucky's 13F filing for Q4 2025, filed 20 Jan 2026.