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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
Q2 		$1.15M Buy
13,968
+4,075
+41% +$316K 0.08% 166
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 $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Parkside Financial Bank & Trust's DFAS Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its Dimensional US Small Cap ETF (DFAS) stake by 41% in Q2 2026, buying an estimated $316K and bringing the position to 13,968 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #166.

Parkside Financial Bank & Trust first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 914 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Parkside Financial Bank & Trust held 13,968 shares of Dimensional US Small Cap ETF worth $1.15M as of Q2 2026.
  • Parkside Financial Bank & Trust bought 4,075 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $316K.
  • Dimensional US Small Cap ETF made up 0.08% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #166 holding.
  • Parkside Financial Bank & Trust first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 914 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.