Sageworth Trust Company of South Dakota’s Dimensional US Small Cap ETF DFAS Stock Holding History

Sageworth Trust Company of South Dakota’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	$8.13M	Buy	98,702 +15,880	+19%	+$1.23M	5.01%	6
2026 Q1	$5.89M	Buy	82,822 +570	+0.7%	+$41.8K	4.67%	6
2025 Q4	$5.73M	Buy	82,252 +12,257	+18%	+$845K	4.68%	6
2025 Q3	$4.79M	Sell	69,995 -2,731	-4%	-$182K	4.52%	5
2025 Q2	$4.63M	Buy	72,726 +2,422	+3%	+$145K	5.02%	5
2025 Q1	$4.2M	Buy	70,304 +2,316	+3%	+$149K	5.05%	5
2024 Q4	$4.42M	Buy	67,988 +4,003	+6%	+$268K	5.6%	3
2024 Q3	$4.15M	Buy	63,985 +10,537	+20%	+$660K	5.31%	4
2024 Q2	$3.21M	Buy	53,448 +22,941	+75%	+$1.38M	4.72%	5
2024 Q1	$1.9M	Buy	30,507 +8,195	+37%	+$485K	2.94%	10
2023 Q4	$1.33M	Buy	22,312 +4,105	+23%	+$220K	2.51%	11
2023 Q3	$956K	Buy	+18,207	New	+$1M	2.11%	15

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

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sageworth Trust Company of South Dakota's DFAS Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota increased its Dimensional US Small Cap ETF (DFAS) stake by 19% in Q2 2026, buying an estimated $1.23M and bringing the position to 98,702 shares worth $8.13M. The position accounts for 5.01% of the portfolio, ranked #6.

Sageworth Trust Company of South Dakota first reported a position in DFAS in Q3 2023 and has held it in 12 quarters since. 726 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Sageworth Trust Company of South Dakota held 98,702 shares of Dimensional US Small Cap ETF worth $8.13M as of Q2 2026.
Sageworth Trust Company of South Dakota bought 15,880 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.23M.
Dimensional US Small Cap ETF made up 5.01% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #6 holding.
Sageworth Trust Company of South Dakota first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
726 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.