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Trust Company of Vermont’s Dimensional US Small Cap ETF DFAS Stock Holding History

Trust Company of Vermont’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
2025
Q4 		$81.2K Buy
+1,165
New +$80.3K ﹤0.01% 483
2025
Q3 		– Sell
-665
Closed -$42.4K – 1119
2025
Q2 		$42.4K Buy
+665
New +$39.9K ﹤0.01% 568

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
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 $2.31B AUM 26.52% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Trust Company of Vermont's DFAS Position: Q4 2025 in Review

Trust Company of Vermont opened a new position in Dimensional US Small Cap ETF (DFAS) in Q4 2025: 1,165 shares worth $81.2K. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in DFAS as recently as Q2 2025.

Trust Company of Vermont first reported a position in DFAS in Q2 2025 and has held it in 2 quarters since. 866 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

  • Trust Company of Vermont held 1,165 shares of Dimensional US Small Cap ETF worth $81.2K as of Q4 2025.
  • Dimensional US Small Cap ETF was a new Trust Company of Vermont position in Q4 2025.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #483 holding.
  • Trust Company of Vermont first reported a position in Dimensional US Small Cap ETF in Q2 2025 and has held it in 2 quarters since.
  • 866 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.