Southern Michigan Bank & Trust’s Dimensional US Small Cap ETF 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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

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

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

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

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

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

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