Kennebec Savings Bank’s Dimensional US Small Cap ETF DFAS Stock Holding History

Kennebec Savings 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 Q2	$221K	Sell	2,682 -62	-2%	-$4.8K	0.18%	96
2026 Q1	$195K	Sell	2,744 -44	-2%	-$3.23K	0.18%	90
2025 Q4	$194K	Sell	2,788 -172	-6%	-$11.9K	0.17%	94
2025 Q3	$203K	Sell	2,960 -979	-25%	-$65.3K	0.18%	88
2025 Q2	$251K	Buy	3,939 +744	+23%	+$44.6K	0.25%	88
2025 Q1	$191K	Sell	3,195 -47	-1%	-$3.02K	0.2%	92
2024 Q4	$209K	Buy	3,242 +387	+14%	+$25.9K	0.21%	93
2024 Q3	$185K	Buy	+2,855	New	+$179K	0.18%	95

Other funds holding DFAS

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return