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Dimensional U.S. Small Cap ETF (DFAS) Institutional Ownership

Dimensional U.S. Small Cap ETF logo
$66.00 +0.31 (+0.47%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Number of
Institutional Buyers
(last 12 months)
555
Total
Institutional Inflows
(last 12 months)
$1.66B
Number of
Institutional Sellers
(last 12 months)
295
Total
Institutional Outflows
(last 12 months)
$633.35M
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DFAS Institutional Buying and Selling by Quarter

Dimensional U.S. Small Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Envestnet Portfolio Solutions Inc.72,024$4.59M0.0%+11.2%0.044%
7/25/2025Concord Asset Management LLC VA31,550$2.01M0.3%N/A0.019%
7/25/2025Sequoia Financial Advisors LLC458,511$29.21M0.2%-3.6%0.282%
7/25/2025Parker Financial LLC88,802$5.66M2.4%+11.0%0.055%
7/25/2025Ruedi Wealth Management Inc.106,501$6.79M2.0%-13.2%0.065%
7/25/2025MGO One Seven LLC25,139$1.60M0.1%N/A0.015%
7/25/2025Index Fund Advisors Inc.5,825,960$371.17M20.8%-0.4%3.578%
7/25/2025G2 Capital Management LLC OH208,988$13.32M3.7%+6.6%0.128%
7/25/2025Acorn Creek Capital LLC400,455$25.51M10.6%+176.4%0.246%
7/25/2025LRI Investments LLC227,424$14.49M1.1%+1.4%0.140%
7/25/2025CWM LLC182,217$11.61M0.0%+11.3%0.112%
7/25/2025Tranquility Partners LLC4,831$308K0.1%+7.6%0.003%
7/25/2025Concurrent Investment Advisors LLC31,416$2.00M0.0%+91.8%0.019%
7/25/2025Investment Advisory Group LLC51,373$3.27M1.0%-5.0%0.032%
7/24/2025 Financial Connections Group Inc.23,047$1.47M0.6%-44.7%0.014%
7/24/2025 Drucker Wealth 3.0 LLC42,567$2.80M0.5%+173.1%0.026%
7/24/2025 FinDec Wealth Services Inc.3,599$229K0.2%-49.0%0.002%
7/24/2025 JFS Wealth Advisors LLC25,149$1.60M0.1%-13.2%0.015%
7/24/2025 Blue Trust Inc.47,883$3.05M0.0%-3.4%0.029%
7/24/2025 Robertson Stephens Wealth Management LLC8,093$516K0.0%+4.6%0.005%
7/24/2025 Vantage Point Financial LLC46,263$2.95M1.3%+4.5%0.028%
7/24/2025 IFP Advisors Inc2,034$130K0.0%-33.8%0.001%
7/24/2025 CarsonAllaria Wealth Management Ltd.123,129$7.85M4.2%+7.0%0.076%
7/24/2025 Edge Financial Advisors LLC5,603$359K0.2%N/A0.003%
7/24/2025 Wealth Advisors Northwest LLC19,106$1.22M0.6%-1.4%0.012%
7/23/2025 Allegiance Financial Group Advisory Services LLC7,733$493K0.1%-4.0%0.005%
7/23/2025 SpringVest Wealth Management LLC14,435$920K0.7%-19.2%0.009%
7/23/2025 Austin Asset Management Co Inc479,459$30.55M6.2%+3.7%0.294%
7/23/2025 Capital Management Associates Inc7,954$507K0.2%-50.0%0.005%
7/23/2025 Eagle Strategies LLC16,350$1.04M0.2%-29.3%0.010%
7/23/2025 Clear Creek Financial Management LLC77,501$4.94M0.5%+699.1%0.048%
7/23/2025 Valmark Advisers Inc.19,399$1.24M0.0%+4.1%0.012%
7/23/2025 Sax Wealth Advisors LLC567,923$36.18M2.2%+2.7%0.349%
7/23/2025 Colony Family Offices LLC44,527$2.84M0.7%+129.1%0.027%
7/23/2025 Watershed Private Wealth LLC9,083$579K0.2%-2.1%0.006%
7/23/2025 First Financial Group Corp69,605$4.44M4.3%+8.5%0.043%
7/23/2025 Wealth Management Nebraska656,567$40.57M5.7%+18.4%0.403%
7/23/2025 Joel Isaacson & Co. LLC5,554$354K0.0%-29.8%0.003%
7/23/2025 HTG Investment Advisors Inc.43,144$2.75M1.0%+0.8%0.027%
7/23/2025 Hardy Reed LLC115,909$7.39M0.6%+7.3%0.071%
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7/23/2025 Pillar Financial Advisors LLC279,161$17.79M12.3%+3.8%0.171%
7/23/2025 Seamount Financial Group Inc.8,223$524K0.3%N/A0.005%
7/23/2025 Prime Capital Investment Advisors LLC3,945$251K0.0%-17.6%0.002%
7/23/2025 Next Level Wealth Planning LLC3,469$221K0.1%N/A0.002%
7/22/2025 Confluence Wealth Services Inc.884,785$56.37M3.1%+4.3%0.543%
7/22/2025 Valeo Financial Advisors LLC14,956$953K0.0%-14.2%0.009%
7/22/2025 DAVENPORT & Co LLC487,757$31.08M0.2%+18.8%0.300%
7/22/2025 Yardley Wealth Management LLC113,079$7.20M3.9%+5.3%0.069%
7/22/2025 Merit Financial Group LLC134,426$8.56M0.1%+1,041.8%0.083%
7/22/2025 Verus Wealth Management LLC23,686$1.51M1.5%+55.1%0.015%
7/22/2025 Beacon Financial Advisory LLC6,803$433K0.1%-22.4%0.004%
7/22/2025 Gemmer Asset Management LLC116,928$7.45M0.7%-4.6%0.072%
7/22/2025 Simplicity Wealth LLC20,702$1.32M0.1%+104.5%0.013%
7/22/2025 Olistico Wealth LLC16,734$1.07M0.6%-1.8%0.010%
7/22/2025 Sutton Place Investors LLC31,666$2.02M1.2%-0.9%0.019%
7/22/2025 Wealthcare Advisory Partners LLC24,385$1.55M0.0%-34.7%0.015%
7/22/2025 Hill Island Financial LLC250,656$15.97M4.5%+16.5%0.154%
7/22/2025 Berger Financial Group Inc31,839$2.03M0.1%+24.6%0.020%
7/22/2025 USAdvisors Wealth Management LLC19,732$1.26M0.5%+2.0%0.012%
7/22/2025 Financial Insights Inc.15,701$1M0.4%-4.8%0.010%
7/21/2025 Keb Asset Management LLC118,727$7.56M1.9%-2.1%0.073%
7/21/2025 Montz Harcus Wealth Management LLC3,534$225K0.1%+4.9%0.002%
7/21/2025 Ameritas Advisory Services LLC5,766$367K0.0%+13.7%0.004%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management317,697$20.24M0.5%+6.1%0.195%
7/21/2025 1900 Wealth Management LLC133,296$8.49M0.6%-1.0%0.082%
7/21/2025 Sovereign Investment Advisors LLC6,862$437K0.1%N/A0.004%
7/21/2025 Abacus Planning Group Inc.90,651$5.78M0.6%N/A0.056%
7/21/2025 Hilltop National Bank1,109$71K0.0%N/A0.001%
7/21/2025 West Financial Advisors LLC212,084$13.51M2.4%-8.9%0.130%
7/21/2025 Mendota Financial Group LLC144,235$9.19M8.7%+4.6%0.089%
7/21/2025 Sageworth Trust Co of South Dakota72,726$4.63M5.0%+3.4%0.045%
7/21/2025 Kennebec Savings Bank3,939$251K0.2%+23.3%0.002%
7/21/2025 Sageworth Trust Co963,890$61.41M3.4%-1.4%0.592%
7/18/2025 Tanager Wealth Management LLP388,887$24.78M2.9%-2.7%0.239%
7/18/2025 Naples Global Advisors LLC18,647$1.19M0.1%+8.3%0.011%
7/18/2025 Pure Financial Advisors LLC2,788,890$177.68M3.1%+4.9%1.713%
7/18/2025 BSW Wealth Partners3,282$209K0.0%N/A0.002%
7/18/2025 TruNorth Capital Management LLC57,728$3.68M0.8%-0.8%0.035%
7/18/2025 Parkwoods Wealth Partners LLC218,378$13.91M8.0%+1.0%0.134%
7/18/2025 Trust Co. of Vermont665$42K0.0%N/A0.000%
7/18/2025 BCO Wealth Management LLC11,012$702K0.5%-12.5%0.007%
7/18/2025 Forza Wealth Management LLC67,300$4.29M1.8%+9.3%0.041%
7/18/2025 PBMares Wealth Management LLC235,285$14.99M2.7%-1.2%0.145%
7/18/2025 Financial Consulate Inc.397,666$25.34M5.0%+12.1%0.244%
7/18/2025 Truist Financial Corp475,846$30.32M0.0%-8.8%0.292%
7/18/2025 Powers Advisory Group LLC22,698$1.45M0.6%+15.6%0.014%
7/18/2025 FMB Wealth Management66,001$4.21M2.0%-1.8%0.041%
7/17/2025 MBA Advisors LLC82,636$5.27M2.4%+90.7%0.051%
7/17/2025 Elwood & Goetz Wealth Advisory Group LLC9,259$590K0.1%+9.4%0.006%
7/17/2025 DiNuzzo Private Wealth Inc.730,447$46.54M5.5%+3.7%0.453%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
7/17/2025 Dopkins Wealth Management LLC44,057$2.81M1.3%-3.3%0.027%
7/17/2025 Capital Investment Advisors LLC8,670$552K0.0%-10.0%0.005%
7/17/2025 Claris Advisors LLC MO104,470$6.66M2.3%-11.1%0.065%
7/17/2025 Janney Montgomery Scott LLC22,742$1.45M0.0%+3.6%0.014%
7/17/2025 Smith Chas P & Associates PA Cpas10,045$640K0.0%+2.1%0.006%
7/17/2025 Elser Financial Planning Inc620,025$39.88M2.4%+3,085.0%0.384%
7/17/2025 Montis Financial LLC5,689$362K0.1%+3.2%0.004%
7/17/2025 Archford Capital Strategies LLC23,135$1.47M0.2%-12.0%0.014%
7/17/2025 Vermillion Wealth Management Inc.136,155$8.67M4.1%+28.9%0.084%
7/17/2025 First County Bank CT 13,739$875K0.5%+12.9%0.009%
(Data available from 1/1/2016 forward)

DFAS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAS shares?

During the previous two years, 779 institutional investors and hedge funds held shares of Dimensional U.S. Small Cap ETF. The most heavily invested institutionals were Creative Planning ($727.15M), Northern Trust Corp ($476.48M), Index Fund Advisors Inc. ($371.17M), Bank of America Corp DE ($336.59M), Pure Financial Advisors LLC ($177.68M), Alaska Permanent Fund Corp ($163.93M), and Focus Partners Wealth ($160.05M).Learn more on Dimensional U.S. Small Cap ETF's institutional investors.

Which institutional investors have been buying Dimensional U.S. Small Cap ETF's stock?

Of the 691 institutional investors that purchased Dimensional U.S. Small Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Williams Financial LLC ($11.61M), Alaska Permanent Fund Corp ($2.70M), Elser Financial Planning Inc ($2.12M), Pure Financial Advisors LLC ($2.01M), ARK & TLK Investments LLC ($1.97M), Financial Counselors Inc. ($1.74M), and Creative Planning ($1.53M).

How much institutional buying is happening at Dimensional U.S. Small Cap ETF?

Institutional investors have bought a total of 26,146,643 shares in the last 24 months. This purchase volume represents approximately $1.66B in transactions.

Which of Dimensional U.S. Small Cap ETF's major shareholders have been selling company stock?

Of the 294 institutional investors that sold Dimensional U.S. Small Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ARK & TLK Investments LLC ($1.86M), Index Fund Advisors Inc. ($969.41K), Elser Financial Planning Inc ($713.61K), Mercer Global Advisors Inc. ADV ($521.29K), Divergent Planning LLC ($434.58K), Beaird Harris Wealth Management LLC ($418.44K), and M Holdings Securities Inc. ($372.17K).

How much institutional selling is happening at Dimensional U.S. Small Cap ETF?

Institutional investors have sold a total of 10,232,561 shares in the last 24 months. This volume of shares sold represents approximately $633.35M in transactions.


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This page (NYSEARCA:DFAS) was last updated on 7/25/2025 by MarketBeat.com Staff
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