New Hampshire Trust’s Dimensional US Small Cap ETF DFAS Stock Holding History

New Hampshire 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	$18.6M	Sell	225,414 -8,517	-4%	-$660K	3.5%	5
2026 Q1	$16.6M	Sell	233,931 -3,425	-1%	-$251K	3.36%	5
2025 Q4	$16.5M	Sell	237,356 -14,925	-6%	-$1.03M	3.22%	5
2025 Q3	$17.3M	Sell	252,281 -76,348	-23%	-$5.1M	3.33%	5
2025 Q2	$20.9M	Buy	328,629 +12,598	+4%	+$755K	4.37%	4
2025 Q1	$18.9M	Buy	316,031 +18,177	+6%	+$1.17M	4.32%	4
2024 Q4	$19.4M	Buy	297,854 +10,247	+4%	+$685K	4.08%	4
2024 Q3	$18.7M	Buy	287,607 +3,451	+1%	+$216K	4%	4
2024 Q2	$17.1M	Buy	284,156 +13,623	+5%	+$820K	3.89%	4
2024 Q1	$16.9M	Buy	270,533 +6,887	+3%	+$408K	3.94%	4
2023 Q4	$15.7M	Buy	+263,646	New	+$14.1M	3.78%	4

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

New Hampshire Trust's DFAS Position: Q2 2026 in Review

New Hampshire Trust reduced its Dimensional US Small Cap ETF (DFAS) stake by 3.6% in Q2 2026, selling an estimated $660K and leaving 225,414 shares worth $18.6M. The position accounts for 3.5% of the portfolio, ranked #5.

New Hampshire Trust first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.9M in Q2 2025. 914 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

New Hampshire Trust held 225,414 shares of Dimensional US Small Cap ETF worth $18.6M as of Q2 2026.
New Hampshire Trust sold 8,517 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $660K.
Dimensional US Small Cap ETF made up 3.5% of New Hampshire Trust's portfolio in Q2 2026, its #5 holding.
New Hampshire Trust first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
New Hampshire Trust's Dimensional US Small Cap ETF position peaked at $20.9M in Q2 2025.
914 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on New Hampshire Trust's 13F filing for Q2 2026, filed 27 Jul 2026.