KeyBank National Association’s Dimensional US Small Cap ETF DFAS Stock Holding History

KeyBank National Association’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	$1.1M	Buy	13,391 +4,448	+50%	+$345K	﹤0.01%	620
2026 Q1	$636K	Hold	8,943	–	–	﹤0.01%	729
2025 Q4	$623K	Hold	8,943	–	–	﹤0.01%	719
2025 Q3	$612K	Hold	8,943	–	–	﹤0.01%	710
2025 Q2	$570K	Hold	8,943	–	–	﹤0.01%	725
2025 Q1	$534K	Hold	8,943	–	–	﹤0.01%	735
2024 Q4	$582K	Hold	8,943	–	–	﹤0.01%	730
2024 Q3	$580K	Buy	8,943 +1,066	+14%	+$66.7K	﹤0.01%	720
2024 Q2	$473K	Buy	7,877 +96	+1%	+$5.78K	﹤0.01%	765
2024 Q1	$485K	Hold	7,781	–	–	﹤0.01%	756
2023 Q4	$464K	Hold	7,781	–	–	﹤0.01%	770
2023 Q3	$408K	Sell	7,781 -500	-6%	-$27.5K	﹤0.01%	763
2023 Q2	$454K	Sell	8,281 -1,000	-11%	-$52.2K	﹤0.01%	744
2023 Q1	$489K	Hold	9,281	–	–	﹤0.01%	709
2022 Q4	$475K	Hold	9,281	–	–	﹤0.01%	718
2022 Q3	$432K	Hold	9,281	–	–	﹤0.01%	708
2022 Q2	$445K	Hold	9,281	–	–	﹤0.01%	713
2022 Q1	$520K	Hold	9,281	–	–	﹤0.01%	706
2021 Q4	$557K	Hold	9,281	–	–	﹤0.01%	771
2021 Q3	$534K	Buy	+9,281	New	+$535K	﹤0.01%	774

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

KeyBank National Association's DFAS Position: Q2 2026 in Review

KeyBank National Association increased its Dimensional US Small Cap ETF (DFAS) stake by 50% in Q2 2026, buying an estimated $345K and bringing the position to 13,391 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #620.

KeyBank National Association first reported a position in DFAS in Q3 2021 and has held it in 20 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

KeyBank National Association held 13,391 shares of Dimensional US Small Cap ETF worth $1.1M as of Q2 2026.
KeyBank National Association bought 4,448 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $345K.
Dimensional US Small Cap ETF made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #620 holding.
KeyBank National Association first reported a position in Dimensional US Small Cap ETF in Q3 2021 and has held it in 20 quarters since.
908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.