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

Whittier Trust’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 		$252K Hold
3,088
– – ﹤0.01% 591
2026
Q1 		$223K Hold
3,088
– – ﹤0.01% 568
2025
Q4 		$224K Hold
3,088
– – ﹤0.01% 578
2025
Q3 		$213K Hold
3,088
– – ﹤0.01% 580
2025
Q2 		$197K Hold
3,088
– – ﹤0.01% 663
2025
Q1 		$185K Hold
3,088
– – ﹤0.01% 664
2024
Q4 		$201K Sell
3,088
-20,206
-87% -$1.35M ﹤0.01% 663
2024
Q3 		$1.51M Buy
23,294
+3
+0% +$188 0.02% 311
2024
Q2 		$1.4M Buy
23,291
+3,093
+15% +$186K 0.02% 309
2024
Q1 		$1.26M Sell
20,198
-77,366
-79% -$4.58M 0.02% 325
2023
Q4 		$5.82M Buy
97,564
+4
+0% +$214 0.09% 179
2023
Q3 		$5.12M Buy
97,560
+5
+0% +$275 0.09% 181
2023
Q2 		$5.35M Buy
97,555
+1,515
+2% +$79K 0.09% 180
2023
Q1 		$5.06M Hold
96,040
– – 0.09% 185
2022
Q4 		$4.91M Hold
96,040
– – 0.1% 185
2022
Q3 		$4.47M Hold
96,040
– – 0.09% 190
2022
Q2 		$4.61M Hold
96,040
– – 0.09% 189
2022
Q1 		$5.38M Hold
96,040
– – 0.09% 180
2021
Q4 		$5.76M Hold
96,040
– – 0.09% 181
2021
Q3 		$5.52M Buy
96,040
+77,368
+414% +$4.46M 0.1% 184
2021
Q2 		$1.09M Buy
+18,672
New +$1.09M 0.02% 353

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

Whittier Trust's DFAS Position: Q2 2026 in Review

Whittier Trust held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 3,088 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Whittier Trust first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.82M in Q4 2023. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Whittier Trust held 3,088 shares of Dimensional US Small Cap ETF worth $252K as of Q2 2026.
  • Whittier Trust 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's portfolio in Q2 2026, its #591 holding.
  • Whittier Trust first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Whittier Trust's Dimensional US Small Cap ETF position peaked at $5.82M in Q4 2023.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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