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

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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)
590
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
325
Total
Institutional Outflows
(last 12 months)
$566.51M
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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
10/15/2025CWM LLC180,076$12.33M0.0%-1.2%0.108%
10/15/2025FMB Wealth Management65,381$4.48M1.9%-0.9%0.039%
10/15/2025Gemmer Asset Management LLC121,133$8.29M0.7%+3.6%0.072%
10/15/2025Vestia Personal Wealth Advisors100,710$6.90M3.7%+12.2%0.060%
10/15/2025Norden Group LLC4,413$302K0.0%N/A0.003%
10/15/2025Cypress Wealth Services LLC29,510$2.02M0.3%-2.1%0.018%
10/15/2025DAVENPORT & Co LLC546,036$37.38M0.2%+11.9%0.327%
10/15/2025Plancorp LLC1,325,385$90.74M2.8%-3.0%0.794%
10/15/2025Meriwether Wealth & Planning LLC79,255$5.43M3.1%+3.1%0.047%
10/15/2025Bannerman Wealth Management Group LLC165,243$11.31M8.3%-3.9%0.099%
10/14/2025 BCO Wealth Management LLC11,780$806K0.5%+7.0%0.007%
10/14/2025 Great Waters Wealth Management932,698$63.85M7.5%+6.0%0.559%
10/14/2025 DiNuzzo Private Wealth Inc.739,532$50.53M5.7%+1.2%0.443%
10/14/2025 Farther Finance Advisors LLC257,639$17.64M0.3%+12.6%0.154%
10/14/2025 Market Street Wealth Management Advisors LLC346,089$23.69M3.8%-1.3%0.207%
10/14/2025 Elevation Wealth Partners LLC28,151$1.93M0.7%+2.0%0.017%
10/14/2025 Berger Financial Group Inc31,323$2.14M0.1%-1.6%0.019%
10/14/2025 West Financial Advisors LLC205,245$14.05M2.3%-3.2%0.123%
10/14/2025 Mendota Financial Group LLC160,662$11.00M8.2%+11.4%0.096%
10/14/2025 Builder Investment Group Inc. ADV304,342$20.84M4.7%+0.9%0.182%
10/14/2025 Parkwoods Wealth Partners LLC262,626$17.98M6.1%+20.3%0.157%
10/14/2025 Westmount Partners LLC24,965$1.71M0.4%-4.7%0.015%
10/14/2025 Brighton Jones LLC6,946$476K0.0%+6.2%0.004%
10/14/2025 Foster Group Inc.343,601$23.52M0.7%-10.4%0.206%
10/14/2025 Evanson Asset Management LLC1,146,929$78.52M4.5%+6.2%0.687%
10/14/2025 Pioneer Wealth Management Group141,144$9.66M3.1%+10.0%0.085%
10/14/2025 TCI Wealth Advisors Inc.2,456,384$168.16M10.0%+3.5%1.472%
10/10/2025 Navigoe LLC98,067$6.71M4.3%-3.6%0.059%
10/10/2025 Financial Connections Group Inc.20,340$1.39M0.5%-11.7%0.012%
10/10/2025 Spinnaker Investment Group LLC183,788$12.58M2.4%+8.1%0.110%
10/10/2025 Mills Wealth Advisors LLC19,990$1.37M0.6%+24.0%0.012%
10/10/2025 Flputnam Investment Management Co.3,938$270K0.0%N/A0.002%
10/10/2025 Abound Wealth Management1,260$86K0.0%N/A0.001%
10/9/2025 CGN Advisors LLC144,865$9.92M0.8%-0.2%0.087%
10/9/2025 Baker Tilly Wealth Management LLC73,622$5.04M1.1%N/A0.044%
10/9/2025 AdvisorNet Financial Inc291,102$19.93M1.1%-6.3%0.174%
10/9/2025 Sprinkle Financial Consultants LLC4,628$317K0.2%N/A0.003%
10/9/2025 U.S. Capital Wealth Advisors LLC13,748$941K0.0%-12.7%0.008%
10/9/2025 Kennebec Savings Bank2,960$203K0.2%-24.9%0.002%
10/9/2025 Allodium Investment Consultants LLC242,434$16.60M9.4%+1.5%0.145%
10/9/2025 Dynamic Advisor Solutions LLC259,199$17.75M0.5%+1.0%0.155%
10/9/2025 Embree Financial Group32,924$2.25M0.3%-26.3%0.020%
10/9/2025 Peterson Wealth Advisors LLC4,734$323K0.0%+12.8%0.003%
10/9/2025 Wealth Advisors Northwest LLC16,450$1.13M0.5%-13.9%0.010%
10/8/2025 First County Bank CT 9,807$671K0.3%-28.6%0.006%
10/8/2025 Dixon Fnancial Services Inc.563,457$38.57M17.6%-1.8%0.338%
10/8/2025 Andrews Lucia Wealth Management LLC90,575$6.20M3.7%-0.5%0.054%
10/8/2025 Kwmg LLC472,029$32.32M2.8%+2.8%0.283%
10/8/2025 RF&L Wealth Management LLC93,163$6.38M3.7%+1.6%0.056%
10/8/2025 M.E. Allison & CO. Inc.6,770$463K0.3%+19.4%0.004%
10/7/2025 TCP Asset Management LLC48,654$3.33M0.6%+6.2%0.029%
10/7/2025 Trinity Financial Advisors LLC169,668$11.62M3.4%-0.9%0.102%
10/7/2025 McLean Asset Management Corp274,281$18.96M3.9%-5.1%0.165%
10/7/2025 Lynch & Associates IN6,216$426K0.1%+10.1%0.004%
10/7/2025 StrongBox Wealth LLC19,222$1.32M0.4%-48.0%0.012%
10/7/2025 Infinity Wealth Counsel LLC3,118$213K0.2%N/A0.002%
10/6/2025 Keb Asset Management LLC117,739$8.06M1.8%-0.8%0.071%
10/6/2025 Moody National Bank Trust Division42,925$2.94M0.2%+0.7%0.026%
10/6/2025 Grove Bank & Trust1,965$135K0.0%N/A0.001%
10/6/2025 Strathmore Capital Advisors Inc.40,961$2.80M1.1%-4.9%0.025%
10/6/2025 Cambridge Financial Group LLC44,750$3.06M1.0%-0.6%0.027%
10/3/2025 HFG Wealth Management LLC24,762$1.58M0.8%N/A0.015%
10/2/2025 Helen Stephens Group LLC46,297$3.17M0.7%-0.7%0.029%
10/2/2025 Hiley Hunt Wealth Management70,476$4.83M2.3%+6.4%0.043%
9/26/2025Corient Private Wealth LLC625,286$39.84M0.1%-7.3%0.386%
9/23/2025RS Crum Inc.40,257$2.57M0.6%-2.0%0.025%
9/22/2025Caldwell Trust Co3,146$200K0.0%N/A0.002%
9/12/2025Valeo Financial Advisors LLC14,956$953K0.0%-14.2%0.009%
9/4/2025Osaic Holdings Inc.343,428$21.88M0.0%-6.8%0.212%
9/3/2025Ballentine Capital Advisors Inc117,629$7.49M3.6%+2.1%0.073%
8/29/2025Centaurus Financial Inc.13,428$856K0.0%+4.0%0.008%
8/27/2025Orion Porfolio Solutions LLC13,378$852K0.0%+26.8%0.008%
8/26/2025Thrivent Financial for Lutherans29,867$1.90M0.0%-39.8%0.018%
8/25/2025Silverlake Wealth Management LLC5,559$354K0.1%N/A0.003%
8/19/2025B. Riley Wealth Advisors Inc.11,540$735K0.0%N/A0.007%
8/19/2025Advisory Services Network LLC34,871$2.25M0.0%+24.2%0.021%
8/19/2025Asset Dedication LLC15,725$1.00M0.1%-1.7%0.010%
8/18/2025Geneos Wealth Management Inc.1,416$90K0.0%-50.4%0.001%
8/18/2025Kestra Investment Management LLC29,150$1.86M0.1%+86.6%0.018%
8/15/2025Corient Private Wealth LLC625,284$39.84M0.1%-7.3%0.386%
8/15/2025Equitable Holdings Inc.44,339$2.83M0.0%+5.2%0.027%
8/15/2025Captrust Financial Advisors335,882$21.40M0.0%+12.7%0.207%
8/15/2025Prevail Innovative Wealth Advisors LLC28,682$1.83M0.4%+17.6%0.018%
8/15/2025Visionary Wealth Advisors5,742$366K0.0%+4.3%0.004%
8/15/2025Seneschal Advisors LLC83,227$5.30M4.2%+3.1%0.051%
8/15/2025Smartleaf Asset Management LLC43,822$2.79M0.2%-1.3%0.027%
8/15/2025Snowden Capital Advisors LLC5,429$346K0.0%-15.9%0.003%
8/15/2025Ruggaard & Associates LLC116,597$7.43M3.0%-0.4%0.072%
8/15/2025Orion Porfolio Solutions LLC13,378$852K0.0%+26.8%0.008%
8/15/2025MML Investors Services LLC126,142$8.04M0.0%+7.4%0.078%
8/15/2025Monograph Wealth Advisors LLC187,161$11.92M1.5%+5.6%0.115%
8/15/2025McIlrath & Eck LLC4,838$308K0.0%-41.0%0.003%
8/15/2025Modern Wealth Management LLC45,845$2.92M0.1%+8.2%0.028%
8/15/2025IHT Wealth Management LLC44,956$2.86M0.1%-3.3%0.028%
8/15/2025Great Valley Advisor Group Inc.18,345$1.17M0.0%-97.4%0.011%
8/15/2025EP Wealth Advisors LLC346,275$22.06M0.1%+1.5%0.213%
8/15/2025Envision Financial Planning LLC134,494$8.57M4.0%-8.0%0.083%
8/15/2025Curi Capital LLC22,524$1.44M0.0%+5.5%0.014%
8/15/2025Bank of America Corp DE6,216,760$396.07M0.0%+15.7%3.833%
8/15/2025Acas LLC51,145$3.46M2.3%+8.6%0.032%
(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, 810 institutional investors and hedge funds held shares of Dimensional U.S. Small Cap ETF. The most heavily invested institutionals were Creative Planning ($1.29B), Northern Trust Corp ($476.48M), Bank of America Corp DE ($396.07M), Index Fund Advisors Inc. ($371.17M), Pure Financial Advisors LLC ($177.68M), TCI Wealth Advisors Inc. ($168.16M), and Alaska Permanent Fund Corp ($163.93M).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 717 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), Creative Planning ($4.93M), Elser Financial Planning Inc ($2.12M), ARK & TLK Investments LLC ($1.97M), Midwest Trust Co ($1.87M), Pure Financial Advisors LLC ($1.78M), and Financial Counselors Inc. ($1.74M).

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

Institutional investors have bought a total of 34,404,079 shares in the last 24 months. This purchase volume represents approximately $2.19B in transactions.

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

Of the 325 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: Index Fund Advisors Inc. ($893.75K), Elser Financial Planning Inc ($713.61K), Great Valley Advisor Group Inc. ($682.49K), Divergent Planning LLC ($564.61K), Mercer Global Advisors Inc. ADV ($496.65K), M Holdings Securities Inc. ($372.17K), and Thrivent Financial for Lutherans ($329.27K).

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

Institutional investors have sold a total of 9,019,357 shares in the last 24 months. This volume of shares sold represents approximately $566.51M in transactions.


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This page (NYSEARCA:DFAS) was last updated on 10/15/2025 by MarketBeat.com Staff
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