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SouthState Corp’s Dimensional US Small Cap ETF DFAS Stock Holding History

SouthState Corp’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 		$22.5K Sell
273
-84
-24% -$6.51K ﹤0.01% 598
2026
Q1 		$25.4K Sell
357
-309
-46% -$22.7K ﹤0.01% 537
2025
Q4 		$46.4K Hold
666
– – ﹤0.01% 465
2025
Q3 		$45.6K Sell
666
-1,221
-65% -$81.5K ﹤0.01% 470
2025
Q2 		$120K Buy
1,887
+195
+12% +$11.7K 0.01% 399
2025
Q1 		$101K Buy
+1,692
New +$109K ﹤0.01% 423

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

SouthState Corp's DFAS Position: Q2 2026 in Review

SouthState Corp reduced its Dimensional US Small Cap ETF (DFAS) stake by 24% in Q2 2026, selling an estimated $6.51K and leaving 273 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

SouthState Corp first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. The position peaked at $120K in Q2 2025. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • SouthState Corp held 273 shares of Dimensional US Small Cap ETF worth $22.5K as of Q2 2026.
  • SouthState Corp sold 84 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $6.51K.
  • Dimensional US Small Cap ETF made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #598 holding.
  • SouthState Corp first reported a position in Dimensional US Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • SouthState Corp's Dimensional US Small Cap ETF position peaked at $120K in Q2 2025.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.