United Community Bank
DFAS icon

United Community Bank’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

United Community 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
Q3 		$20.9K Hold
270
– – 0.01% 409
2026
Q2 		$22.2K Hold
270
– – 0.01% 384
2026
Q1 		$19.2K Hold
270
– – 0.01% 429
2025
Q4 		$18.8K Hold
270
– – 0.01% 384
2025
Q3 		$18.5K Buy
+270
New +$18K 0.01% 422

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Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

United Community Bank's DFAS Position: Q3 2026 in Review

United Community Bank held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q3 2026 at 270 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #409.

United Community Bank first reported a position in DFAS in Q3 2025 and has held it in 5 quarters since. The position peaked at $22.2K in Q2 2026. 626 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • United Community Bank held 270 shares of U.S. Small Cap Portfolio ETF Class Shares worth $20.9K as of Q3 2026.
  • United Community Bank left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q3 2026.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.01% of United Community Bank's portfolio in Q3 2026, its #409 holding.
  • United Community Bank first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2025 and has held it in 5 quarters since.
  • United Community Bank's U.S. Small Cap Portfolio ETF Class Shares position peaked at $22.2K in Q2 2026.
  • 626 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on United Community Bank's 13F filing for Q3 2026, filed 28 Oct 2026.