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Southern Michigan Bank & Trust’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Southern Michigan 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 		$24.1K Buy
+293
New +$22.7K 0.01% 263

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 22.9% 1-Year Est. Return

Southern Michigan Bank & Trust's DFAS Position: Q2 2026 in Review

Southern Michigan Bank & Trust opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2026: 293 shares worth $24.1K. The stake represents 0.01% of the portfolio and ranks #263 among its holdings.

916 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Southern Michigan Bank & Trust held 293 shares of U.S. Small Cap Portfolio ETF Class Shares worth $24.1K as of Q2 2026.
  • U.S. Small Cap Portfolio ETF Class Shares was a new Southern Michigan Bank & Trust position in Q2 2026.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #263 holding.
  • 916 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.