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

Dimensional U.S. Small Cap ETF logo
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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)
551
Total
Institutional Inflows
(last 12 months)
$2.31B
Number of
Institutional Sellers
(last 12 months)
275
Total
Institutional Outflows
(last 12 months)
$584.10M
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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
5/21/2025 Geneos Wealth Management Inc.2,854$171K0.0%-34.8%0.002%
5/20/2025 Focus Partners Wealth2,678,647$160.05M0.4%-1.2%1.694%
5/20/2025 Integrity Alliance LLC.7,038$421K0.0%N/A0.004%
5/19/2025 Jane Street Group LLC78,280$4.68M0.0%N/A0.049%
5/19/2025 Advisory Alpha LLC206,905$12.36M0.4%+29.5%0.131%
5/19/2025 Trinity Financial Advisors LLC167,103$9.48M3.4%+6.3%0.106%
5/16/2025 McIlrath & Eck LLC8,195$490K0.1%+123.3%0.005%
5/16/2025 Signature Estate & Investment Advisors LLC11,799$705K0.0%+5.7%0.008%
5/16/2025 Kestra Investment Management LLC15,620$933K0.0%+300.1%0.010%
5/16/2025 Jones Financial Companies Lllp144,756$8.65M0.0%+267.4%0.093%
5/16/2025 Ruggaard & Associates LLC117,112$7.00M3.1%+2.6%0.076%
5/16/2025 Plancorp LLC1,400,095$83.66M3.3%-1.5%0.903%
5/16/2025 Integrated Wealth Concepts LLC22,015$1.32M0.0%+7.0%0.014%
5/16/2025 Investmark Advisory Group LLC82,569$4.93M2.4%+6.0%0.053%
5/16/2025 Jentner Corp11,287$674K0.2%-18.3%0.007%
5/16/2025 Beaird Harris Wealth Management LLC570,462$34.09M2.9%-3.2%0.368%
5/16/2025 AQR Capital Management LLC35,688$2.13M0.0%+30.3%0.023%
5/15/2025 EP Wealth Advisors LLC341,296$20.39M0.2%+63.0%0.220%
5/15/2025 Focus Partners Advisor Solutions LLC789,762$47.19M0.7%+9.9%0.509%
5/15/2025 Royal Bank of Canada838,089$50.08M0.0%+24.6%0.541%
5/15/2025 Betterment LLC9,214$551K0.0%-20.3%0.006%
5/15/2025 MAI Capital Management148,329$8.86M0.1%+9.1%0.096%
5/15/2025 KMT Wealth Management LLC90,461$5.41M3.7%-5.2%0.058%
5/15/2025 Baird Financial Group Inc.100,722$6.02M0.0%-14.2%0.065%
5/15/2025 Tortoise Investment Management LLC43,247$2.58M0.3%+47.8%0.028%
5/15/2025 Oarsman Capital Inc.81,285$4.86M0.9%+69,374.4%0.052%
5/14/2025 BWM Planning LLC142,870$8.54M3.6%+3.8%0.092%
5/14/2025 CreativeOne Wealth LLC6,778$405K0.0%N/A0.004%
5/14/2025 Quadcap Wealth Management LLC35,130$2.10M0.3%-17.6%0.023%
5/14/2025 Samalin Investment Counsel LLC16,266$972K0.4%+23.5%0.010%
5/14/2025 Envision Financial Planning LLC146,150$8.73M4.5%+2.7%0.094%
5/14/2025 WCG Wealth Advisors LLC29,492$1.76M0.1%+1.0%0.019%
5/14/2025 Hill Investment Group Partners LLC4,269$255K0.0%-93.6%0.003%
5/14/2025 Comerica Bank390,478$23.33M0.1%-2.5%0.252%
5/14/2025 Freedom Investment Management Inc.48,454$2.90M0.2%-3.1%0.031%
5/14/2025 Synovus Financial Corp29,389$1.76M0.0%+563.0%0.019%
5/14/2025 Cadence Bank5,210$311K0.0%-5.0%0.003%
5/14/2025 Cedar Point Capital Partners LLC118,607$7.09M4.8%+2.5%0.077%
5/14/2025 Smartleaf Asset Management LLC44,421$2.65M0.3%+4.6%0.029%
5/14/2025 Northwestern Mutual Wealth Management Co.448,817$26.82M0.0%-42.2%0.289%
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5/14/2025 Sax Wealth Advisors LLC552,742$33.03M2.4%+2.4%0.357%
5/14/2025 Kestra Advisory Services LLC111,361$6.65M0.0%+33.0%0.072%
5/14/2025 Wescott Financial Advisory Group LLC160,785$9.61M1.0%+6.2%0.104%
5/14/2025 Compound Planning Inc.19,406$1.16M0.1%+298.7%0.013%
5/14/2025 CW Advisors LLC9,790$586K0.0%-13.8%0.006%
5/14/2025 Accredited Wealth Management LLC21,880$1.31M1.1%+5.8%0.014%
5/14/2025 Capital Analysts LLC10,686$638K0.0%+2,107.9%0.007%
5/14/2025 JT Stratford LLC10,824$647K0.1%N/A0.007%
5/14/2025 Texas Capital Bank Wealth Management Services Inc44,934$2.69M0.3%N/A0.029%
5/14/2025 CWS Financial Advisors LLC10,122$605K0.2%+4.6%0.007%
5/14/2025 M Holdings Securities Inc.12,642$755K0.1%N/A0.008%
5/13/2025 Cladis Investment Advisory LLC9,158$547K0.4%-2.1%0.006%
5/13/2025 Granite Harbor Advisors Inc.175,322$10.48M5.6%-11.3%0.113%
5/13/2025 Northern Trust Corp7,974,617$476.48M0.1%+6.0%5.144%
5/13/2025 Cascade Financial Partners LLC59,225$3.54M0.4%+4.2%0.038%
5/13/2025 Seven Mile Advisory12,533$749K0.5%+31.1%0.008%
5/13/2025 Raymond James Financial Inc.638,485$38.15M0.0%+19.0%0.412%
5/13/2025 Forvis Mazars Wealth Advisors LLC317,759$18.99M0.5%-9.3%0.205%
5/13/2025 American Investment Services Inc.181,199$10.83M1.9%+4.7%0.117%
5/13/2025 EverSource Wealth Advisors LLC80,788$4.83M0.3%+12.8%0.052%
5/13/2025 FCA Corp TX22,567$1.35M0.4%+1.8%0.015%
5/13/2025 Kovitz Investment Group Partners LLC19,155$1.14M0.0%-3.0%0.012%
5/13/2025 Francis Financial Inc.5,012$299K0.1%-11.0%0.003%
5/13/2025 WESCAP Management Group Inc.44,712$2.67M0.7%-8.1%0.029%
5/13/2025 Ariadne Wealth Management LP32,044$1.93M1.0%-15.5%0.021%
5/13/2025 HighTower Advisors LLC971,997$58.08M0.1%-3.0%0.627%
5/12/2025 Financial Engines Advisors L.L.C.123,934$7.41M0.0%-6.5%0.080%
5/12/2025 SouthState Corp1,692$101K0.0%N/A0.001%
5/12/2025 Aveo Capital Partners LLC5,093$301K0.0%-3.2%0.003%
5/12/2025 Berger Financial Group Inc25,543$1.53M0.1%+16.5%0.016%
5/12/2025 First Western Trust Bank59,705$3.57M0.2%-1.6%0.039%
5/12/2025 Townsquare Capital LLC35,856$2.14M0.0%+62.3%0.023%
5/12/2025 Savvy Advisors Inc.17,732$1.06M0.1%N/A0.011%
5/12/2025 AlphaCore Capital LLC72,555$4.34M0.4%N/A0.047%
5/9/2025 Keb Asset Management LLC121,321$7.25M2.1%-1.3%0.078%
5/9/2025 VeraBank N.A.104,704$6.26M1.7%+7.0%0.068%
5/9/2025 Chicago Partners Investment Group LLC606,403$35.85M1.2%+7.4%0.391%
5/9/2025 Pinney & Scofield Inc.266,482$15.92M11.5%+4.6%0.172%
5/9/2025 Navigoe LLC138,914$8.30M7.2%-16.5%0.090%
5/9/2025 Exencial Wealth Advisors LLC17,447$1.04M0.0%+2.5%0.011%
5/9/2025 PrairieView Partners LLC7,812$466K0.0%-2.6%0.005%
5/9/2025 Cascade Wealth Advisors Inc88,230$4.91M3.4%-35.7%0.057%
5/9/2025 Bouchey Financial Group Ltd390,772$23.35M2.1%+3.3%0.252%
5/9/2025 Wealthspire Advisors LLC48,745$2.91M0.0%+2.4%0.031%
5/9/2025 Financial Connections Group Inc.41,701$2.49M1.1%-0.6%0.027%
5/9/2025 Strategic Investment Solutions Inc. IL58,239$3.48M1.0%-5.9%0.038%
5/9/2025 Earned Wealth Advisors LLC147,465$8.81M1.9%+0.2%0.095%
5/9/2025 Commonwealth Equity Services LLC684,706$40.91M0.1%-8.0%0.442%
5/9/2025 L & S Advisors Inc12,905$771K0.1%+6.1%0.008%
5/9/2025 Beta Wealth Group Inc.26,337$1.57M0.6%+62.0%0.017%
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5/9/2025 PNC Financial Services Group Inc.19,680$1.18M0.0%+4.5%0.013%
5/8/2025 IFG Advisory LLC13,874$829K0.0%-3.2%0.009%
5/8/2025 Hurlow Wealth Management Group Inc.304,296$18.18M5.7%+6.1%0.196%
5/8/2025 US Bancorp DE14,087$842K0.0%-3.0%0.009%
5/8/2025 US Financial Advisors LLC109,158$6.52M1.9%+0.2%0.070%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management299,415$17.89M0.5%-2.7%0.193%
5/8/2025 Harbour Investments Inc.21,388$1.28M0.0%+1.6%0.014%
5/8/2025 Tillman Hartley LLC360,700$21.55M6.3%+1.5%0.233%
5/8/2025 Atlas Wealth LLC5,858$350K0.1%-6.2%0.004%
5/8/2025 Abacus Wealth Partners LLC9,592$573K0.1%-6.8%0.006%
(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, 766 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. ($349.59M), Bank of America Corp DE ($336.59M), Alaska Permanent Fund Corp ($163.93M), Focus Partners Wealth ($160.05M), and Pure Financial Advisors LLC ($158.87M).Learn more on DFAS's institutional investors.

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

Of the 676 institutional investors that purchased Dimensional U.S. Small Cap ETF 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), Creative Planning ($2.30M), Pure Financial Advisors LLC ($2.01M), ARK & TLK Investments LLC ($1.97M), Financial Counselors Inc. ($1.74M), and Elser Financial Planning Inc ($1.52M).

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

Institutional investors have bought a total of 64,768,244 shares in the last 24 months. This purchase volume represents approximately $3.89B in transactions.

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

Of the 363 institutional investors that sold Dimensional U.S. Small Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ARK & TLK Investments LLC ($1.95M), Index Fund Advisors Inc. ($973.02K), Elser Financial Planning Inc ($713.61K), Mercer Global Advisors Inc. ADV ($521.29K), Beaird Harris Wealth Management LLC ($420.96K), M Holdings Securities Inc. ($378.62K), and Resource Consulting Group Inc. ($360.10K).

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

Institutional investors have sold a total of 12,838,191 shares in the last 24 months. This volume of shares sold represents approximately $778.23M in transactions.


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This page (NYSEARCA:DFAS) was last updated on 5/22/2025 by MarketBeat.com Staff
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