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Sanibel Captiva Trust Company’s Dimensional US Small Cap ETF DFAS Stock Holding History

Sanibel Captiva Trust Company’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 		$7.35M Buy
89,271
+23,308
+35% +$1.81M 0.18% 110
2026
Q1 		$4.69M Buy
65,963
+12,207
+23% +$896K 0.13% 124
2025
Q4 		$3.75M Buy
53,756
+7,684
+17% +$530K 0.1% 143
2025
Q3 		$3.15M Buy
46,072
+3,836
+9% +$256K 0.09% 148
2025
Q2 		$2.69M Buy
42,236
+6,405
+18% +$384K 0.08% 156
2025
Q1 		$2.14M Buy
35,831
+18,711
+109% +$1.2M 0.07% 165
2024
Q4 		$1.11M Buy
17,120
+495
+3% +$33.1K 0.04% 214
2024
Q3 		$1.08M Buy
16,625
+1,115
+7% +$69.8K 0.03% 214
2024
Q2 		$932K Sell
15,510
-1,145
-7% -$68.9K 0.03% 214
2024
Q1 		$1.04M Buy
16,655
+12,685
+320% +$751K 0.04% 201
2023
Q4 		$237K Buy
+3,970
New +$213K 0.01% 318

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

Sanibel Captiva Trust Company's DFAS Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Dimensional US Small Cap ETF (DFAS) stake by 35% in Q2 2026, buying an estimated $1.81M and bringing the position to 89,271 shares worth $7.35M. The position accounts for 0.18% of the portfolio, ranked #110.

Sanibel Captiva Trust Company first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Sanibel Captiva Trust Company held 89,271 shares of Dimensional US Small Cap ETF worth $7.35M as of Q2 2026.
  • Sanibel Captiva Trust Company bought 23,308 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.81M.
  • Dimensional US Small Cap ETF made up 0.18% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #110 holding.
  • Sanibel Captiva Trust Company first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.