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MassMutual Private Wealth & Trust’s Dimensional US Small Cap ETF DFAS Stock Holding History

MassMutual Private Wealth & 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 		$59.2M Sell
719,308
-16,108
-2% -$1.25M 1.53% 13
2026
Q1 		$52.3M Sell
735,416
-25,050
-3% -$1.84M 1.42% 14
2025
Q4 		$53M Sell
760,466
-4,129
-0.5% -$285K 1.36% 13
2025
Q3 		$52.3M Sell
764,595
-419,117
-35% -$28M 1.33% 13
2025
Q2 		$75.4M Buy
1,183,712
+25,009
+2% +$1.5M 2.01% 8
2025
Q1 		$69.2M Buy
1,158,703
+63,280
+6% +$4.07M 2% 8
2024
Q4 		$71.3M Buy
1,095,423
+73,098
+7% +$4.89M 2% 7
2024
Q3 		$66.3M Buy
1,022,325
+33,626
+3% +$2.1M 1.89% 7
2024
Q2 		$59.4M Buy
988,699
+24,032
+2% +$1.45M 1.8% 9
2024
Q1 		$60.1M Buy
964,667
+14,921
+2% +$883K 1.87% 10
2023
Q4 		$56.6M Buy
+949,746
New +$50.9M 1.9% 9

Other funds holding DFAS

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

MassMutual Private Wealth & Trust's DFAS Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.2% in Q2 2026, selling an estimated $1.25M and leaving 719,308 shares worth $59.2M. The position accounts for 1.53% of the portfolio, ranked #13.

MassMutual Private Wealth & Trust first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. The position peaked at $75.4M in Q2 2025. 483 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • MassMutual Private Wealth & Trust held 719,308 shares of Dimensional US Small Cap ETF worth $59.2M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 16,108 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.25M.
  • Dimensional US Small Cap ETF made up 1.53% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #13 holding.
  • MassMutual Private Wealth & Trust first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • MassMutual Private Wealth & Trust's Dimensional US Small Cap ETF position peaked at $75.4M in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.