MassMutual Private Wealth & Trust, FSB DFAS — Dimensional US Small Cap ETF

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  10 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Dimensional US Small Cap ETF (DFAS) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.01% in 2025 Q2. The latest visible filing shows DFAS at 1.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Dimensional US Small Cap ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFAS was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAS stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held DFAS — position size vs. price
% of Fund (quarterly)    DFAS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 735,416 -25,050 -3.3% 1.42% $52.3M 2026-04-13 $75.05
2025 Q4 REDUCED — — — 760,466 -4,129 -0.5% 1.36% $53.0M 2026-01-07 $71.86
2025 Q3 REDUCED 35.4% +3.7% ❌ 764,595 -419,117 -35.4% 1.33% $52.3M 2025-10-22 $67.89
2025 Q2 ADDED — — — 1,183,712 +25,009 +2.2% 2.01% $75.4M 2025-07-09 $65.20
2025 Q1 ADDED — — — 1,158,703 +63,280 +5.8% 2.00% $69.2M 2025-04-01 $59.39
2024 Q4 ADDED — — — 1,095,423 +73,098 +7.2% 2.00% $71.3M 2025-01-16 $65.92
2024 Q3 ADDED — — — 1,022,325 +33,626 +3.4% 1.89% $66.3M 2024-10-02 $63.00
2024 Q2 ADDED — — — 988,699 +24,032 +2.5% 1.80% $59.4M 2024-07-02 $58.68
2024 Q1 ADDED — — — 964,667 +14,921 +1.6% 1.87% $60.1M 2024-04-09 $60.01
2023 Q4 INITIATED — — — 949,746 — — 1.90% $56.6M 2024-01-03 $56.43

🏢 Other funds also holding DFAS

As of 2026 Q1 — sorted by position size

DIXON FNANCIAL SERVICES, INC. 3Y 17.8% Tassel Capital Management, Inc. 10.48% Stordahl Capital Management, Inc. 3Y 7Y 10.43% TCI Wealth Advisors, Inc. 3Y 7Y 9.8% Allodium Investment Consultants, LLC 9.46% BANNERMAN WEALTH MANAGEMENT GROUP, LLC 9.07% Mendota Financial Group, LLC 3Y 8.8% Great Waters Wealth Management 3Y 8.25% Hurlow Wealth Management Group, Inc. 3Y 7Y 8.13% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 7.42%

FAQ About MassMutual Private Wealth & Trust, FSB and DFAS

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning DFAS?

MassMutual Private Wealth & Trust, FSB reported DFAS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DFAS position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for DFAS was 2.01% in 2025 Q2.

What is the latest reported DFAS position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 735,416 shares, equal to 1.42% of portfolio, with an estimated market value of $52.3M.

What does the chart on this DFAS ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly DFAS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their DFAS position?

Based on 13F filing dates vs. subsequent DFAS price moves, MassMutual Private Wealth & Trust, FSB correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on DFAS relative to SPY over the holding period was -5.5%.

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