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

WhitTier Trust Company’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 		$710K Hold
8,771
– – 0.01% 355
2026
Q1 		$633K Sell
8,771
-2,385
-21% -$175K 0.01% 351
2025
Q4 		$809K Hold
11,156
– – 0.02% 312
2025
Q3 		$771K Hold
11,156
– – 0.02% 308
2025
Q2 		$711K Hold
11,156
– – 0.02% 352
2025
Q1 		$667K Buy
+11,156
New +$717K 0.02% 341

Other funds holding DFAS

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WTB
Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return

WhitTier Trust Company's DFAS Position: Q2 2026 in Review

WhitTier Trust Company held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 8,771 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #355.

WhitTier Trust Company first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. The position peaked at $809K in Q4 2025. 635 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • WhitTier Trust Company held 8,771 shares of Dimensional US Small Cap ETF worth $710K as of Q2 2026.
  • WhitTier Trust Company left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #355 holding.
  • WhitTier Trust Company first reported a position in Dimensional US Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • WhitTier Trust Company's Dimensional US Small Cap ETF position peaked at $809K in Q4 2025.
  • 635 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.