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UMB Bank’s Dimensional US Small Cap ETF DFAS Stock Holding History

UMB Bank’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 		$497K Buy
6,030
+81
+1% +$6.28K 0.01% 488
2026
Q1 		$423K Buy
5,949
+1,680
+39% +$123K 0.01% 509
2025
Q4 		$297K Buy
4,269
+526
+14% +$36.3K ﹤0.01% 582
2025
Q3 		$256K Sell
3,743
-76
-2% -$5.07K ﹤0.01% 558
2025
Q2 		$243K Hold
3,819
– – ﹤0.01% 552
2025
Q1 		$228K Hold
3,819
– – ﹤0.01% 549
2024
Q4 		$249K Buy
3,819
+1,802
+89% +$121K ﹤0.01% 524
2024
Q3 		$131K Hold
2,017
– – ﹤0.01% 652
2024
Q2 		$121K Hold
2,017
– – ﹤0.01% 647
2024
Q1 		$126K Hold
2,017
– – ﹤0.01% 655
2023
Q4 		$120K Buy
2,017
+156
+8% +$8.36K ﹤0.01% 669
2023
Q3 		$97.7K Sell
1,861
-880
-32% -$48.5K ﹤0.01% 695
2023
Q2 		$150K Hold
2,741
– – ﹤0.01% 624
2023
Q1 		$144K Buy
2,741
+880
+47% +$47.6K ﹤0.01% 627
2022
Q4 		$95K Hold
1,861
– – ﹤0.01% 713
2022
Q3 		$87K Hold
1,861
– – ﹤0.01% 749
2022
Q2 		$89K Hold
1,861
– – ﹤0.01% 777
2022
Q1 		$104K Hold
1,861
– – ﹤0.01% 775
2021
Q4 		$112K Buy
+1,861
New +$112K ﹤0.01% 788

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

UMB Bank's DFAS Position: Q2 2026 in Review

UMB Bank increased its Dimensional US Small Cap ETF (DFAS) stake by 1.4% in Q2 2026, buying an estimated $6.28K and bringing the position to 6,030 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #488.

UMB Bank first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • UMB Bank held 6,030 shares of Dimensional US Small Cap ETF worth $497K as of Q2 2026.
  • UMB Bank bought 81 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $6.28K.
  • Dimensional US Small Cap ETF made up 0.01% of UMB Bank's portfolio in Q2 2026, its #488 holding.
  • UMB Bank first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.