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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kennebec Savings Bank's DFAS Position: Q2 2026 in Review

Kennebec Savings Bank reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.3% in Q2 2026, selling an estimated $4.8K and leaving 2,682 shares worth $221K. The position accounts for 0.18% of the portfolio, ranked #96.

Kennebec Savings Bank first reported a position in DFAS in Q3 2024 and has held it in 8 quarters since. The position peaked at $251K in Q2 2025. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Kennebec Savings Bank held 2,682 shares of Dimensional US Small Cap ETF worth $221K as of Q2 2026.
Kennebec Savings Bank sold 62 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $4.8K.
Dimensional US Small Cap ETF made up 0.18% of Kennebec Savings Bank's portfolio in Q2 2026, its #96 holding.
Kennebec Savings Bank first reported a position in Dimensional US Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
Kennebec Savings Bank's Dimensional US Small Cap ETF position peaked at $251K in Q2 2025.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.