South Plains Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History

South Plains Financial’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	$879K	Buy	12,363 +236	+2%	+$17.3K	0.51%	54
2025 Q4	$845K	Hold	12,127	–	–	0.5%	57
2025 Q3	$830K	Sell	12,127 -6,600	-35%	-$441K	0.52%	57
2025 Q2	$1.19M	Hold	18,727	–	–	0.84%	33
2025 Q1	$1.12M	Hold	18,727	–	–	0.87%	34
2024 Q4	$1.22M	Buy	+18,727	New	+$1.25M	0.93%	29

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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 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

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

South Plains Financial's DFAS Position: Q1 2026 in Review

South Plains Financial increased its Dimensional US Small Cap ETF (DFAS) stake by 1.9% in Q1 2026, buying an estimated $17.3K and bringing the position to 12,363 shares worth $879K. The position accounts for 0.51% of the portfolio, ranked #54.

South Plains Financial first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q4 2024. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

South Plains Financial held 12,363 shares of Dimensional US Small Cap ETF worth $879K as of Q1 2026.
South Plains Financial bought 236 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $17.3K.
Dimensional US Small Cap ETF made up 0.51% of South Plains Financial's portfolio in Q1 2026, its #54 holding.
South Plains Financial first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
South Plains Financial's Dimensional US Small Cap ETF position peaked at $1.22M in Q4 2024.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on South Plains Financial's 13F filing for Q1 2026, filed 13 May 2026.