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Parkside Financial Bank & Trust’s Dimensional US Small Cap ETF DFAS Stock Holding History

Parkside Financial Bank & 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
Q1 		$704K Buy
9,893
+1,333
+16% +$97.8K 0.05% 207
2025
Q4 		$596K Sell
8,560
-630
-7% -$43.4K 0.04% 243
2025
Q3 		$629K Hold
9,190
– – 0.05% 217
2025
Q2 		$585K Buy
9,190
+1
+0% +$60 0.06% 219
2025
Q1 		$549K Sell
9,189
-1,910
-17% -$123K 0.07% 203
2024
Q4 		$722K Buy
11,099
+3,024
+37% +$202K 0.1% 160
2024
Q3 		$524K Sell
8,075
-126
-2% -$7.89K 0.07% 197
2024
Q2 		$493K Hold
8,201
– – 0.08% 189
2024
Q1 		$511K Hold
8,201
– – 0.08% 186
2023
Q4 		$489K Hold
8,201
– – 0.09% 173
2023
Q3 		$430K Hold
8,201
– – 0.1% 152
2023
Q2 		$449K Buy
8,201
+82
+1% +$4.28K 0.11% 149
2023
Q1 		$428K Hold
8,119
– – 0.12% 139
2022
Q4 		$415K Hold
8,119
– – 0.12% 138
2022
Q3 		$378K Hold
8,119
– – 0.12% 141
2022
Q2 		$390K Hold
8,119
– – 0.12% 141
2022
Q1 		$455K Sell
8,119
-1,084
-12% -$61K 0.12% 124
2021
Q4 		$552K Hold
9,203
– – 0.14% 119
2021
Q3 		$529K Hold
9,203
– – 0.16% 99
2021
Q2 		$537K Buy
+9,203
New +$535K 0.16% 94

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Parkside Financial Bank & Trust's DFAS Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Dimensional US Small Cap ETF (DFAS) stake by 16% in Q1 2026, buying an estimated $97.8K and bringing the position to 9,893 shares worth $704K. The position accounts for 0.05% of the portfolio, ranked #207.

Parkside Financial Bank & Trust first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $722K in Q4 2024. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Parkside Financial Bank & Trust held 9,893 shares of Dimensional US Small Cap ETF worth $704K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 1,333 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $97.8K.
  • Dimensional US Small Cap ETF made up 0.05% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #207 holding.
  • Parkside Financial Bank & Trust first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Parkside Financial Bank & Trust's Dimensional US Small Cap ETF position peaked at $722K in Q4 2024.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.